Aegis Hedging Solutions 401(k) match, vesting and fees
What Aegis Hedging Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Eepb (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Aegis Hedging Solutions: employer contribution per participant | $2,734 | |
| Peer median | $1,216 |
| Aegis Hedging Solutions: average balance | $44,295 | |
| Peer median | $50,590 |
| Aegis Hedging Solutions: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 106 | $4.7M | $290K | $2,734 | 0.41% | Not published | Form 5500 ↗ |
Other Aegis Hedging Solutions plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Aegis Energy Risk 401(k) Profit Sharing Plan & Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Aegis Hedging Solutions match 401(k) contributions?
The match terms for the Aegis Hedging Solutions LLC 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $290K in employer contributions, about $2,734 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aegis Hedging Solutions 401(k) match vested?
The vesting schedule for the Aegis Hedging Solutions LLC 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aegis Hedging Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is ERISA Fiduciary Services Inc..
I left Aegis Hedging Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services Inc., (631) 249-0500) or the recordkeeper, Paychex, Inc.. The Aegis Hedging Solutions old 401(k) page lists the contacts from every plan filing. Find an old Aegis Hedging Solutions 401(k)
Data from the public Form 5500 annual reports Aegis Hedging Solutions filed with the U.S. Department of Labor (plan years 2021 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Aegis Hedging Solutions. Not financial advice. Report a correction · Methodology