Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AEGIS MANAGEMENT GROUP, INC.
EIN 26-1117464Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
39
1016 SAN VICENTE - SANTA MONICA, CA 90402855-257-4239
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AEGIS MANAGEMENT GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$712K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AEGIS MANAGEMENT GROUP, INC. 401(K) PLAN
401k
Assets$359K
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AEGIS MANAGEMENT GROUP, INC. CASH BALANCE PLAN | CashBalance | $712K | 2 | 2025 | |
| 001 | AEGIS MANAGEMENT GROUP, INC. 401(K) PLAN | 401k | $359K | 37 | 2025 |
Retirement plans