AEGIS RETIREMENT PARTNERS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
47
Active participants
17,857
Total plan assets
$1.1B
Filings (rows)
47
Direct comp
$512K
Indirect comp
$312K
SERVICES PROVIDED
TPA / Administrator34
Advisor / Consultant11
Other2
Top plans served
All 47 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NEIGHBORHEALTH NEIGHBORHEALTH 401(K) PLAN | EAST BOSTON, MA | TPA / Administrator TPA | 1,353 | $80.7M | $35K |
| EAST BOSTON NEIGHBORHOOD HEALTH CENTER EAST BOSTON NEIGHBORHOOD HEALTH CENTER 401(K) PLAN | EAST BOSTON, MA | TPA / Administrator TPA | 1,335 | $70.5M | $35K |
| EAST BOSTON NEIGHBORHOOD HEALTH CENTER EAST BOSTON NEIGHBORHOOD HEALTH CENTER 401K PLAN | EAST BOSTON, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 1,239 | $62.7M | $35K |
| AURA SUB, LLC AURA 401(K) RETIREMENT PLAN | BOSTON, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 429 | $48.7M | $0 |
| BIONTECH US INC. BIONTECH US 401(K) PLAN | CAMBRIDGE, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 652 | $40.2M | $14K |
| NICHOLS COLLEGE NICHOLS COLLEGE 403B PLAN | DUDLEY, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 307 | $40.0M | $36K |
| AURA SUB, LLC AURA 401(K) RETIREMENT PLAN | BOSTON, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 419 | $39.1M | $0 |
| NICHOLS COLLEGE NICHOLS COLLEGE 403B PLAN | DUDLEY, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 313 | $38.9M | $36K |
| NICHOLS COLLEGE NICHOLS COLLEGE 403B PLAN | DUDLEY, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 302 | $36.1M | $38K |
| TRANSMEDICS, INC. TRANSMEDICS, INC. 401(K) PLAN | ANDOVER, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 710 | $31.9M | $0 |
| AURA SUB, LLC AURA 401(K) RETIREMENT PLAN | BOSTON, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 425 | $31.7M | — |
| NEIGHBORHEALTH NEIGHBORHEALTH 403(B) PLAN | EAST BOSTON, MA | TPA / Administrator TPA | 169 | $31.2M | $15K |
| EAST BOSTON NEIGHBORHOOD HEALTH CENTER EAST BOSTON NEIGHBORHOOD HEALTH CENTER 403(B) PLAN | EAST BOSTON, MA | TPA / Administrator TPA | 173 | $29.6M | $15K |
| ROBERT F. KENNEDY COMMUNITY ALLIANCE, INC. ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN | LANCASTER, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 445 | $28.2M | $43K |
| KOPIN CORPORATION KOPIN CORPORATION 401K PLAN | WESTBOROUGH, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 153 | $26.9M | — |
| EAST BOSTON NEIGHBORHOOD HEALTH CENTER EAST BOSTON NEIGHBORHOOD HEALTH CENTER 403B PLAN | EAST BOSTON, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 172 | $26.4M | $15K |
| KOPIN CORPORATION KOPIN CORPORATION 401K PLAN | WESTBOROUGH, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 145 | $26.1M | — |
| PARK PLACE INTERNATIONAL CLOUDWAVE 401(K) RETIREMENT PLAN | MARLBOROUGH, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 151 | $25.4M | $0 |
| ROBERT F. KENNEDY COMMUNITY ALLIANCE, INC. ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN | LANCASTER, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 394 | $25.2M | $34K |
| COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN | TAUNTON, MA | TPA / Administrator TPA | 706 | $25.2M | — |
| SALSIFY, INC SALSIFY, INC. 401(K) PLAN | BOSTON, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 425 | $23.4M | $0 |
| KOPIN CORPORATION KOPIN CORPORATION 401K PLAN | WESTBOROUGH, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 115 | $23.1M | — |
| PARK PLACE INTERNATIONAL CLOUDWAVE 401(K) RETIREMENT PLAN | MARLBOROUGH, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 158 | $22.9M | $0 |
| ROBERT F. KENNEDY COMMUNITY ALLIANCE, INC. ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN | LANCASTER, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 413 | $21.7M | $27K |
| COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN | TAUNTON, MA | TPA / Administrator TPA | 736 | $21.0M | — |
| PARK PLACE INTERNATIONAL CLOUDWAVE 401(K) RETIREMENT PLAN | MARLBOROUGH, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 155 | $18.0M | — |
| TRANSMEDICS, INC. TRANSMEDICS, INC. 401(K) PLAN | ANDOVER, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 491 | $17.9M | $0 |
| COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN | TAUNTON, MA | TPA / Administrator TPA | 707 | $17.5M | $10K |
| PHOENIX FINANCIAL SERVICES, LLC PHOENIX FINANCIAL SERVICES, LLC GROUP RETIREMENT PLAN | OKATIE, SC | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 274 | $15.0M | $42K |
| DESKTOP LABS INC. DESKTOP LABS RETIREMENT PLAN | BURLINGTON, MA | TPA / Administrator OTHER SERVICES/TPA | 321 | $14.9M | $0 |
| PHOENIX FINANCIAL SERVICES, LLC PHOENIX FINANCIAL SERVICES, LLC GROUP RETIREMENT PLAN | OKATIE, SC | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 257 | $14.5M | $38K |
| DESKTOP LABS INC. DESKTOP LABS RETIREMENT PLAN | BURLINGTON, MA | TPA / Administrator OTHER SERVICES/TPA | 265 | $14.2M | $0 |
| PHOENIX FINANCIAL SERVICES, LLC PHOENIX FINANCIAL SERVICES, LLC GROUP RETIREMENT PLAN | OKATIE, SC | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 247 | $12.1M | $38K |
| AKILI INTERACTIVE LABS, INC. AKILI INTERACTIVE 401(K) RETIREMENT PLAN | BOSTON, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 64 | $11.6M | — |
| NORTH SUFFOLK COMMUNITY SERVICES, INC. NORTH SUFFOLK COMMUNITY SERVICES 403(B) PLAN | CHELSEA, MA | TPA / Administrator TPA | 958 | $11.6M | $0 |
| BY APPOINTMENT ONLY BY APPOINTMENT ONLY 401K PLAN | CHELMSFORD, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 93 | $11.3M | $0 |
| NORTH SUFFOLK COMMUNITY SERVICES, INC. NORTH SUFFOLK COMMUNITY SERVICES 403(B) PLAN | CHELSEA, MA | TPA / Administrator TPA | 761 | $10.8M | $0 |
| TRANSMEDICS, INC. TRANSMEDICS, INC. 401(K) PROFIT SHARING PLAN | ANDOVER, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 193 | $10.1M | $0 |
| BY APPOINTMENT ONLY BY APPOINTMENT ONLY 401K PLAN | CHELMSFORD, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 119 | $10.0M | — |
| PROKIDNEY, LLC PROKIDNEY, LLC 401(K) PLAN | WINSTON-SALEM, NC | Other THIRD PARTY ADMONISTRATOR | 203 | $9.8M | $0 |
| HOPEWELL INC. HOPEWELL 401(K) RETIREMENT PLAN | DEDHAM, MA | TPA / Administrator TPA | 104 | $8.4M | $0 |
| BY APPOINTMENT ONLY BY APPOINTMENT ONLY 401K PLAN | CHELMSFORD, MA | TPA / Administrator THIRD PARTY ADMINISTRATOR | 138 | $8.0M | — |
| HOPEWELL INC. HOPEWELL 401(K) RETIREMENT PLAN | DEDHAM, MA | TPA / Administrator TPA | 117 | $7.7M | $0 |
| CONCORD LUMBER CORPORATION CONCORD BUILDING AND DESIGN CENTER 401(K) PLAN | LITTLETON, MA | TPA / Administrator TPA | 127 | $6.9M | $0 |
| TRIBUTE TECHNOLOGY US LLC TRIBUTE TECHNOLOGY US LLC 401(K) PLAN | WAUNAKEE, WI | Other OTHER SERVICES | 167 | $6.7M | $0 |
| EDGEWOOD RETIREMENT COMMUNITY, INC. EDGEWOOD SENIOR SOLUTIONS GROUP 401(K) PLAN | NORTH ANDOVER, MA | TPA / Administrator TPA | 257 | $6.7M | $0 |
| PEAR THERAPEUTICS (US), INC. PEAR THERAPEUTICS (US) 401(K) RETIREMENT PLAN | BOSTON, MA | TPA / Administrator TPA | 0 | $0 | $6K |
