Aegis Management, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Aegis Management, LLC
  • Sponsor EIN: 863812426
  • Sponsor Address: 165 EAST 1400 NORTH SUITE 160, LOGAN, UT, 84341
  • Plan Type: 401(k)
  • Total Participants: 430
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024430$4.6M$378,395$690,454

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