Retirement plan

AEGIS INFORMATIONS SYSTEMS, LLC 401K PLAN

Name: AEGIS INFORMATIONS SYSTEMS, LLC - AEGIS INFORMATIONS SYSTEMS, LLC 401K PLAN (2023) Form 5500
Creator: AEGIS INFORMATIONS SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AEGIS INFORMATIONS SYSTEMS, LLC 401K PLAN, AEGIS INFORMATIONS SYSTEMS, LLC

AEGIS INFORMATIONS SYSTEMS, LLCEIN 06-1629112Plan #001PY 2023

1204 TRYON STREET - SOUTH GLASTONBURY, CT 06073203-804-1809aegisis.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$616K

+40.5% from 2022

Total participants

0.0% from 2022

Average account balance

$205,212

+87.3% from 2022

Annual return

28.86%

+52.40 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$263K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.84%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$110

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$257

$51 / participant

Other / not subdivided$257100.0%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$205,212

$148,623+38.1%

$135,974+50.9%

$139,466+47.1%

Participation rate

60.0%

83.9%-23.9pp

81.9%-21.9pp

80.3%-20.3pp

Annual return

28.86%

79.30%-50.4pp

68.30%-39.4pp

373.66%-344.8pp

Employer contribution / active EE

$3,298

$5,246-37.1%

$4,859-32.1%

$4,754-30.6%

Participant deferral / active EE

$6,906

$8,103-14.8%

$7,760-11.0%

$6,712+2.9%

Admin fee / account holder

$86

$12,406-99.3%

$10,767-99.2%

$11,409-99.2%

AEGIS INFORMATIONS SYSTEMS, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AEGIS INFORMATIONS SYSTEMS, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion