How big is Aegis Advise Inc.'s plan?

Aegis Advise Inc.'s plan reported $105K in assets and 6 participants for 2024.

Original filing (PDF)20250717140325NAL0000597440001

Aegis Advise Inc.

Name: Aegis Advise Inc. — Aegis Advise Inc. 401(k) Plan, Form 5500 (2024)
Creator: Aegis Advise Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aegis Advise Inc. 401(k) Plan

401(k) retirement plan · Aegis Advise Inc.'s Aegis Advise Inc. 401(k) Plan held $105K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Marcus Bowie signed Aegis Advise Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Advise Inc.'s EIN is 86-3982795.

EIN 86-3982795

Plan number 001

Plan year 2024

ACK ID 20250717140325NAL0000597440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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