Plan Snapshot
- Plan Sponsor: Aegis Therapies, INC.
- Sponsor EIN: 710811574
- Sponsor Address: 4933 OLD GREENWOOD ROAD, FORT SMITH, AR, 72903
- Plan Type: 401(k)
- Total Participants: 4,471
- Total Assets: $123.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,471 | $123.5M | $425 | $6.8M |
| 2023 | 4,067 | $117.3M | $0 | $6.6M |
| 2022 | 3,220 | $102.7M | $0 | $6.6M |
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 | $18,375 | — | $18,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,375
- Estimated Expense Ratio: 0.015% 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 | $420,842 | $402,202 | — | $18,375 | — |
| 2023 | $373,749 | $12,454 | $206,523 | $16,538 | — |
| 2022 | $322,882 | $65,620 | $257,262 | — | — |