Plan Snapshot
- Plan Sponsor: Aegis Protective Service
- Sponsor EIN: 300377049
- Sponsor Address: 5744 BERKSHIRE VALLEY RD, OAK RIDGE, NJ, 07438
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 34
- Total Assets: $89,392
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 34 | $89,392 | $0 | $10,232 |
| 2024 | 31 | $73,080 | $0 | $8,077 |
| 2023 | 27 | $75,109 | $0 | $6,379 |
| 2022 | 21 | $66,060 | $0 | $4,950 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $5,430 | — | — | — | — |
| 2024 | $4,578 | — | — | — | — |
| 2023 | $7,971 | — | — | — | — |
| 2022 | $1,618 | — | — | — | — |