Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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
AEGIS RETIREMENT PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search