Plan Snapshot
- Plan Sponsor: Aegis Aerospace, INC.
- Sponsor EIN: 760359573
- Sponsor Address: 17146 FEATHER CRAFT LANE, WEBSTER, TX, 77598
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $71.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 398 | $71.8M | $945,908 | $3.3M |
| 2023 | 313 | $62.0M | $826,671 | $2.9M |
| 2022 | 314 | $51.3M | $825,095 | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.029% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,332 | $13,005 | $300 | $21,000 | — |
| 2023 | $21,082 | $14,132 | — | $19,950 | — |
| 2022 | $4,785 | $15,305 | — | — | — |