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Sponsor portfolio

AEG GROUP, INC.

EIN 26-2073295-financial services-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
12
888 EAST BELVIDERE ROAD, SUITE 409 - GRAYSLAKE, IL 60030847-548-7197aeg-group.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$1.0M - 6 part#001CashBalance-$858K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • AEG GROUP 401(K) (#002)54%
  • CASH BALANCE PLAN (#001)46%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AEG GROUP 401(K) (#002)6
  • CASH BALANCE PLAN (#001)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AEG GROUP 401(K) PLAN

401k

Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

AEG GROUP CASH BALANCE PLAN

CashBalance

Assets$858K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AEG GROUP 401(K) PLAN401k$1.0M62025
001AEG GROUP CASH BALANCE PLANCashBalance$858K62024
Retirement plans
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