Aegis Fiduciary Services LLC
trustee4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3864 of mapped providers
Assets under administration$73M0.0%Market share · rank #6833
Fees received$37,398Median $5,940/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Aegis Fiduciary Services LLC plan look like?
Service mix · median fees per plan
Count of plans where Aegis Fiduciary Services LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $15,729 | |
Trustee (discretionary)Code 24 | 1 | $5,940 |
Competitor overlap
Percent of Aegis Fiduciary Services LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Aegis Fiduciary Services LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Aegis Fiduciary Services LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FRIENDS & FAMILY HOME CARE SERVICES, LLCNY · 462961005-001 | $71M | 13,237 | $31,458 | 3y | - |
JAY FRANCO & SONS, INC.NY · 132501133-002 | $2M | 216 | $0 | 4y | - |
FASTBOLT CORP.NJ · 132790481-002 | $0 | 0 | $5,940 | 3y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into Aegis Fiduciary Services LLC.
- ABRY PARTNERS IX LP
- AEGIS FIDUCIARY SERVICES
- AEGIS FIDUCIARY SERVICES LLC
- AEGIS FIDUCIARY SERVICES, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Aegis Fiduciary Services LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 33.33% | 7.76% | +25.57 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Aegis Fiduciary Services LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Aegis Fiduciary Services LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Transition Finance Strategies LLC | 1 | 33.3% |