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Original filing (PDF)20250827181715NAL0009817665001
AEGIS SCIENCES CORPORATION
Form 5500
FILING_RECEIVED
AEGIS SCIENCES CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
774
Accounts w/ balance
697
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AEGIS SCIENCES CORPORATION.
Plan sponsor
Name
AEGIS SCIENCES CORPORATION
EIN
88-0241758
Address
515 GREAT CIRCLE ROAD · NASHVILLE, TN · 37228
Phone
(615) 255-2400
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
AEGIS SCIENCES CORPORATION
EIN
88-0241758
City
NASHVILLE, TN
Phone
(615) 255-2400
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY EMPLOYER | $6K | — |
| AXA ADVISORS | 13-4071393 | — | RETAINED BY EMPLOYER | $0 | — |
Investments
29 direct securities· $47.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund | — | — | — | $6.3M | 13.3% | |
| iShares S&P 500 Index Fund | — | — | — | $5.0M | 10.5% | |
| American Funds American Target 2040 Fund | — | — | — | $3.3M | 6.9% | |
| American Funds American New Perspective Fund | — | — | — | $3.2M | 6.7% | |
| American Funds American Target 2055 Fund | — | — | — | $3.2M | 6.7% | |
| American Funds American Target 2045 Fund | — | — | — | $2.7M | 5.6% | |
| American Funds American Target 2050 Fund | — | — | — | $2.4M | 5.1% | |
| Vanguard Mid Cap Index Fund | — | — | — | $2.0M | 4.2% | |
| American Funds American Target 2035 Fund | — | — | — | $2.0M | 4.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.8M | 3.8% | |
| American Funds American Balanced Account | — | — | — | $1.8M | 3.8% | |
| American Funds American Target 2030 Fund | — | — | — | $1.8M | 3.7% | |
| Vanguard Equity Income Fund | — | — | — | $1.5M | 3.2% | |
| American Funds American Small Cap World Fund | — | — | — | $1.4M | 2.9% | |
| Clearbridge International Growth Fund | — | — | — | $1.3M | 2.8% | |
| American Funds American Target 2025 Fund | — | — | — | $1.1M | 2.3% | |
| American Funds American Target 2060 Fund | — | — | — | $1.1M | 2.3% | |
| Baird Core Plus Bond Fund | — | — | — | $1.0M | 2.1% | |
| BlackRock Mid Cap Growth Port Adv | — | — | — | $836K | 1.8% | |
| New York Life Ins. Co Contract #GA28241 | — | — | — | $812K | 1.7% | |
| American Funds American Target 2065 Fund | — | — | — | $591K | 1.2% | |
| American Funds American New World Fund | — | — | — | $387K | 0.8% | |
| BlackRock High Yield Bond Fund | — | — | — | $332K | 0.7% | |
| American Century Mid Cap Value | — | — | — | $316K | 0.7% | |
| AB Small Cap Growth Port Adv | — | — | — | $249K | 0.5% | |
| Invesco Small Cap Value | — | — | — | $236K | 0.5% | |
| American Funds American Target 2020 Fund | — | — | — | $212K | 0.4% | |
| American Funds American Target 2010 Fund | — | — | — | $82K | 0.2% | |
| American Funds American Target 2015 Fund | — | — | — | $26K | <0.1% |
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