Aegis Retirement Partners — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aegis Retirement Partners is reported as a service provider on 10 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $172,624 and reported indirect compensation totals $29,497.
Reported compensation summary
- Reported direct compensation
- $172,624
- Reported indirect compensation
- $29,497
- Total reported compensation
- $202,121
- Filings
- 10
- Plan sponsors
- 9
- Plans
- 10
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| East Boston Neighborhood Health Center | MA | 2 | $49,917 |
| Phoenix Financial Services, LLC | SC | 1 | $38,247 |
| Nichols College | MA | 1 | $36,397 |
| Robert F. Kennedy Community Alliance, Inc. | MA | 1 | $33,573 |
| Biontech Us Inc. | MA | 1 | $14,490 |
| Kopin Corporation | MA | 1 | $11,658 |
| By Appointment Only | MA | 1 | $7,721 |
| Akili Interactive Labs, Inc. | MA | 1 | $5,118 |
| Park Place International | MA | 1 | $5,000 |
State footprint
Plans reporting Aegis Retirement Partners are sponsored in MA (9), SC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Phoenix Financial Services, LLC | Phoenix Financial Services, LLC Group Retirement Plan | 2023 | $38,247 | not reported in the loaded dataset |
| Nichols College | Nichols College 403b Plan | 2023 | $36,397 | not reported in the loaded dataset |
| East Boston Neighborhood Health Center | East Boston Neighborhood Health Center 401(K) Plan | 2023 | $34,965 | not reported in the loaded dataset |
| Robert F. Kennedy Community Alliance, Inc. | Robert F. Kennedy Community Alliance 403(B) Plan | 2023 | $33,573 | not reported in the loaded dataset |
| East Boston Neighborhood Health Center | East Boston Neighborhood Health Center 403(B) Plan | 2023 | $14,952 | not reported in the loaded dataset |
| Biontech Us Inc. | Biontech Us 401(K) Plan | 2023 | $14,490 | not reported in the loaded dataset |
| Kopin Corporation | Kopin Corporation 401k Plan | 2023 | not reported in the loaded dataset | $11,658 |
| By Appointment Only | By Appointment Only 401k Plan | 2023 | not reported in the loaded dataset | $7,721 |
| Akili Interactive Labs, Inc. | Akili Interactive 401(K) Retirement Plan | 2023 | not reported in the loaded dataset | $5,118 |
| Park Place International | Cloudwave 401(K) Retirement Plan | 2023 | $0 | $5,000 |
Related Form 5500 pages
- Phoenix Financial Services, LLC Group Retirement Plan (plan 001)
- Phoenix Financial Services, LLC — all reported plans
- Nichols College 403b Plan (plan 002)
- Nichols College — all reported plans
- East Boston Neighborhood Health Center 401(K) Plan (plan 002)
- East Boston Neighborhood Health Center — all reported plans
- Robert F. Kennedy Community Alliance 403(B) Plan (plan 001)
- Robert F. Kennedy Community Alliance, Inc. — all reported plans
- East Boston Neighborhood Health Center 403(B) Plan (plan 001)
- Biontech Us 401(K) Plan (plan 001)
- Biontech Us Inc. — all reported plans
- Kopin Corporation 401k Plan (plan 001)
- Kopin Corporation — all reported plans
- By Appointment Only 401k Plan (plan 001)
- By Appointment Only — all reported plans
- Akili Interactive 401(K) Retirement Plan (plan 001)
- Akili Interactive Labs, Inc. — all reported plans
- Cloudwave 401(K) Retirement Plan (plan 001)
- Park Place International — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources