Aegis Sciences Corporation 401(k) Review & Grade
Aegis Sciences Corporation 401(k) Plan
Nashville, TNHealth Care & Social Assistance824 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$1,410Employer $ per active participant
$3,112Employee $ saved per active participant
0.01%Direct admin cost, % of plan assets
$47.7MNet plan assets, end of year
$68,377Average balance per account
Score breakdown
- Employer generosity29.9 / 5060th percentile for employer $ per participant
- Low cost24.2 / 2597th percentile for low admin cost vs. same-size plans
- Employee saving8.6 / 1558th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score66 / 100 · Grade B
This plan vs. peers
Peers: Health Care & Social Assistance plans with 500–2,499 active participants (1,427 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 60th |
| Lower admin cost | 97th |
| Employee saving | 58th |
| Peers that auto-enroll | 36% |
Get the monthly 401(k) report card
The best and worst plans, new grades as filings post. One email a month, no spam.
Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Aegis Sciences put in about $1,410 per active participant, more than the typical peer ($976). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $1,161,721 |
| Participant (employee) contributions | $2,564,584 |
| Other contributions (incl. rollovers in) | $410,963 |
| Administrative expenses paid from the plan | $6,475 |
| Contract administrator fees | $6,475 |
| Benefits paid out | $4,455,750 |
| Net assets, start / end of year | $41.4M / $47.7M |
| Active participants, start / end of year | 874 / 774 |
| Participants with account balances | 697 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Lbmc, PC |
Largest service providers (Schedule C)
| John Hancock Retirement Plan Servic | $6,475 reported compensation |
| Axa Advisors | $0 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250827181715NAL0009817665001, received 2025-08-27, EIN 88-0241758, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.