Aegis Management 401(k) match, vesting and fees
What Aegis Management's 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 | Pcs Retirement LLC | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Aegis Management: employer contribution per participant | $2,410 | |
| Peer median | $1,468 |
| Aegis Management: average balance | $29,117 | |
| Peer median | $37,786 |
| Aegis Management: admin expenses ÷ assets | 1.17% | |
| Peer median | 0.39% |
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 $4.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 459 | $4.6M | $378K | $2,410 | 1.17% | Not published | Form 5500 ↗ |
Common questions
Does Aegis Management match 401(k) contributions?
The match terms for the Aegis Management 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $378K in employer contributions, about $2,410 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aegis Management 401(k) match vested?
The vesting schedule for the Aegis Management 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aegis Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pcs Retirement LLC. The plan administrator is Aegis Management, LLC.
I left Aegis Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aegis Management, LLC, (435) 213-9924) or the recordkeeper, Pcs Retirement LLC. The Aegis Management old 401(k) page lists the contacts from every plan filing. Find an old Aegis Management 401(k)
Data from the public Form 5500 annual reports Aegis Management filed with the U.S. Department of Labor (plan years 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 Management. Not financial advice. Report a correction · Methodology