· 2022–2024 · DOL EFAST2
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AEGIS WEALTH GROUP
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
1
Active participants
339
Total plan assets
$14.7M
Filings (rows)
1
Direct comp
$38K
Indirect comp
$0
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
CAREFREE PRACTICE RESOURCES LLC
CAREFREE PRACTICE RESOURCES LLC 401K PROFIT SHARING PLAN
RENO, NV
Other
SORY INVESTMENT AD
339
$14.7M
$38K
AEGIS WEALTH GROUP — Form 5500 Service Provider Profile | Form 5500 Search
