Plan Ledger DOL Form 5500 · updated monthly

Aeigis Medical Group401(k)

AEGIS MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST · LEESBURG, FL · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Aeigis Medical Group reported $15,357 in plan administrative expenses for 2022: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,582 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 1 year on file its reported administrative ratio rose from 0.72% to 1.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,026th of 3,644), and 9,755th of 11,911 in health care & social assistance. In 2022, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,350,784
Participants with balances144
Active participants201
Employer contributions$318,031
Employee contributions$631,042
Employer contribution per active participant$1,582
Average account balance$16,325
Benefits paid to participants$201,895
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$9K · $320K emplr
2022$2.4M · 144 accts · $318K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,119
Investment management$8,238
Total administrative$15,357
The Aeigis Medical Group 401(k) match · 2022
Employer contribution per active participant$1,582
Median for plans this size$1,114

Aeigis Medical Group's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$19,822 · 1.68%
2022$15,357 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Agape Network, Inc. FL$2.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464793194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.