How big is Aegis Wealth Management LLC's plan?

Aegis Wealth Management LLC's plan reported $268K in assets and 2 participants for 2024.

Original filing (PDF)20250805125755NAL0002215792001

Aegis Wealth Management LLC

Name: Aegis Wealth Management LLC — Aegis Wealth, Form 5500 (2024)
Creator: Aegis Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aegis Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Aegis Wealth Management LLC's Aegis Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $268K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

People on this filing

Matthew McMahan signed Aegis Wealth Management LLC's 2024 Form 5500 as plan administrator.

Matthew McMahan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aegis Wealth Management LLC's EIN is 47-2103292.

EIN 47-2103292

Plan number 001

Plan year 2024

ACK ID 20250805125755NAL0002215792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aegis Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aegis Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEGIS WEALTH MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

AEGIS WEALTH MANAGEMENT LLC

EIN

all filings

Address

698 N MAITLAND AVE STE 102 · MAITLAND, FL · 327514424

Phone

(407) 831-3660

Industry

Finance & Insurance

Plan administrator