How big is The Aegis Group, LLC's plan?

The Aegis Group, LLC's plan reported $5.6M in assets and 20 participants for 2024.

Original filing (PDF)20250825095346NAL0007735361001

The Aegis Group, LLC

Name: The Aegis Group, LLC — The Aegis Group, LLC 401(k), Form 5500 (2024)
Creator: The Aegis Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Aegis Group, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · The Aegis Group, LLC's The Aegis Group, LLC 401(k) Profit Sharing Plan and Trust held $5.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Robert McRae signed The Aegis Group, LLC's 2024 Form 5500 as plan administrator.

Robert McRae — 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

The Aegis Group, LLC's EIN is 62-1641863.

EIN 62-1641863

Plan number 001

Plan year 2024

ACK ID 20250825095346NAL0007735361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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