How big is Aegis Retirement Partners, LLC's plan?

Aegis Retirement Partners, LLC's plan reported $7.0M in assets and 21 participants for 2024.

Original filing (PDF)20250721093931NAL0001367952004

Aegis Retirement Partners, LLC

Name: Aegis Retirement Partners, LLC — IA Solutions Group, Form 5500 (2024)
Creator: Aegis Retirement Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IA Solutions Group 401(k) Retirement Plan

401(k) retirement plan · Aegis Retirement Partners, LLC's IA Solutions Group 401(k) Retirement Plan held $7.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Kevin Haskell signed Aegis Retirement Partners, LLC's 2024 Form 5500 as plan administrator.

Kevin Haskell — 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 Retirement Partners, LLC's EIN is 81-5017344.

EIN 81-5017344

Plan number 001

Plan year 2024

ACK ID 20250721093931NAL0001367952004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aegis Retirement Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AEGIS RETIREMENT PARTNERS, 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