P 401(k) Plan Report

Stable plan record

AEGIS WEALTH GROUP 401(K) PLAN

Sponsored by AEGIS WEALTH GROUP LLC · EIN/PN 208949634-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$916
Administrative cost per participant
2025
$58
Active participants
2025
20
Total plan assets
2025
$325,815
Participant loans as a share of assets
2025
5.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260524083113NAL000567134400120$916
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.