Aegis Insurance Services 401(k) match, vesting and fees
What Aegis Insurance Services' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Aegis Insurance Services: employer contribution per participant | $18,207 | |
| Peer median | $2,868 |
| Aegis Insurance Services: average balance | $542,489 | |
| Peer median | $95,281 |
| Aegis Insurance Services: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $175M at the end of plan year 2021 to $208M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 388 | $208M | $7M | $18,207 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 371 | $178M | $5.7M | $15,531 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 354 | $142M | $5.2M | $14,903 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 339 | $175M | $5M | $14,795 | 0.08% | Not published | Form 5500 ↗ |
Other Aegis Insurance Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Aegis Insurance Services, Inc.
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.
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Aegis Insurance Services match 401(k) contributions?
The match terms for the Aegis 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7M in employer contributions, about $18,207 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aegis Insurance Services 401(k) match vested?
The vesting schedule for the Aegis 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aegis Insurance Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Aegis Insurance Services, Inc..
I left Aegis Insurance Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aegis Insurance Services, Inc., (201) 508-2600) or the recordkeeper, Principal Life Insurance Company. The Aegis Insurance Services old 401(k) page lists the contacts from every plan filing. Find an old Aegis Insurance Services 401(k)
Data from the public Form 5500 annual reports Aegis Insurance Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 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 Insurance Services. Not financial advice. Report a correction · Methodology