Plan Ledger DOL Form 5500 · updated monthly

Aegis Aerospace, Inc.401(k)

AEGIS AEROSPACE, INC. 401K PLAN · WEBSTER, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Aegis Aerospace, Inc. reported $22,332 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,377 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 825th-largest of 5,688 plans among Texas employers on file, and the 2,022nd of 11,654 in professional & technical services. In 2024, employees put in $3.48 for every $1.00 the employer contributed; active participation has grown from 314 to 398 since 2022.

Plan summary
Net assets, end of year$71,790,340
Participants with balances706
Active participants398
Employer contributions$945,908
Employee contributions$3,288,043
Employer contribution per active participant$2,377
Average account balance$101,686
Benefits paid to participants$4,869,450
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.8M · 706 accts · $946K emplr
2023$62.0M · 629 accts · $827K emplr
2022$51.3M · 624 accts · $825K emplr
Administrative expenses, itemized · 2024
Investment management$13,005
Audit (IQPA)$21,000
Total administrative$22,332
The Aegis Aerospace, Inc. 401(k) match · 2024
Employer contribution per active participant$2,377
Median for plans this size$3,635
2024$2,377 per active participant
2023$2,641 per active participant
2022$2,628 per active participant

Aegis Aerospace, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FORVIS · Accounting / audit$21,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,005
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$22,332 · 0.03%
2023$21,082 · 0.04%
2022$4,785 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Texas
Wpengine, Inc. TX$72.0M · 0.25%
Bggmc, LLC TX$70.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760359573 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.