Original filing (PDF)20250922230015NAL0005711169001

AEGIS INVESTMENT GROUP LLC

Name: AEGIS INVESTMENT GROUP LLC — AEGIS INVESTMENT GROUP LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: AEGIS INVESTMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

AEGIS INVESTMENT GROUP LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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 (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

AEGIS INVESTMENT GROUP LLC

EIN

86-2800922all filings

Address

4427 S MADISON RD · SPOKANE VALLEY, WA · 99206

Phone

(425) 508-8084

Industry