Plan Snapshot
- Plan Sponsor: Aegis Insurance Services, INC.
- Sponsor EIN: 222466904
- Sponsor Address: 1 MEADOWLANDS PLAZA, EAST RUTHERFORD, NJ, 070732150
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $207.8M
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 | 306 | $207.8M | $7.0M | $5.0M |
| 2023 | 291 | $177.8M | $5.7M | $4.5M |
| 2022 | 272 | $141.9M | $5.2M | $4.0M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,361 | — | $4,361 | — | — |
| 2023 | $3,007 | — | $3,007 | — | — |
| 2022 | $60,318 | — | $60,318 | — | — |