Aegis Therapies 401(k) match, vesting and fees
What Aegis Therapies' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Cliftonlarosnallen, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Aegis Therapies: employer contribution per participant | $0 | |
| Peer median | $1,537 |
| Aegis Therapies: average balance | $61,321 | |
| Peer median | $56,476 |
| Aegis Therapies: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.19% |
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 $132M at the end of plan year 2021 to $138M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 6,564 | $138M | $0 | $0 | 0.33% | Not published | Form 5500 ↗ |
| 2024 | 5,477 | $123M | $425 | $0 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 5,071 | $117M | $0 | $0 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 4,278 | $103M | $0 | $0 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 4,288 | $132M | — | — | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Aegis Therapies match 401(k) contributions?
The match terms for the The 401(k) Plan Sponsored by Aegis Therapies have not been published from its filing yet. The plan year 2025 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aegis Therapies 401(k) match vested?
The vesting schedule for the The 401(k) Plan Sponsored by Aegis Therapies is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aegis Therapies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Mercer Investments, LLC.
I left Aegis Therapies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mercer Investments, LLC, (617) 747-9500) or the recordkeeper, Empower Annuity Insurance Company O. The Aegis Therapies old 401(k) page lists the contacts from every plan filing. Find an old Aegis Therapies 401(k)
Data from the public Form 5500 annual reports Aegis Therapies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Therapies. Not financial advice. Report a correction · Methodology