Plan Ledger DOL Form 5500 · updated monthly

Aegis Therapies, Inc.401(k)

THE 401(K) PLAN SPONSORED BY AEGIS THERAPIES · FORT SMITH, AR · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Aegis Therapies, Inc. reported $420,842 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 0.28% to 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 35th-largest of 456 plans among Arkansas employers on file, and the 913th of 11,911 in health care & social assistance. In 2024, employees put in $16095.32 for every $1.00 the employer contributed; active participation has grown from 3,220 to 4,471 since 2022.

Plan summary
Net assets, end of year$123,460,319
Participants with balances2,347
Active participants4,471
Employer contributions$425
Employee contributions$6,840,510
Employer contribution per active participant$0
Average account balance$52,603
Benefits paid to participants$14,767,075
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$123.5M · 2,347 accts · $425 emplr
2023$117.3M · 2,295 accts
2022$102.6M · 2,296 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$265
Investment management$402,202
Audit (IQPA)$18,375
Total administrative$420,842
The Aegis Therapies, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Aegis Therapies, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20244
MERCER INVESTMENTS, LLC · Consulting · Insurance services$240,701
EMPOWER ADVISORY GROUP, LLC · Investment management$20,716
CLIFTON LARSONALLEN, LLP · Accounting / audit$18,375

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$420,842 · 0.35%
2023$373,749 · 0.34%
2022$322,882 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Arkansas
Radiology Associates, P.A. AR$101.2M · 0.32%
Arkansas Children's AR$99.3M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710811574 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.