How many employer clients does Aegis Retirement Partners, LLC have?

Aegis Retirement Partners, LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.

Who are Aegis Retirement Partners, LLC's largest employer clients?

By plan participants, the largest include Lendbuzz, Inc. (399 participants) and Concord Lumber Corporation (115 participants).

Where is Aegis Retirement Partners, LLC located?

Aegis Retirement Partners, LLC is based in Concord, MA.

Benefits Intelligence/Broker Directory/Massachusetts

Aegis Retirement Partners, LLC

Concord, MA

Aegis Retirement Partners, LLC of Concord, MA is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

plan year 2025

Reported fees

$110

Quick answer

Aegis Retirement Partners, LLC (Concord, MA) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Aegis Retirement Partners, LLC have?: Aegis Retirement Partners, LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Aegis Retirement Partners, LLC's largest employer clients?: By plan participants, the largest include Lendbuzz, Inc. (399 participants) and Concord Lumber Corporation (115 participants).
Where is Aegis Retirement Partners, LLC located?: Aegis Retirement Partners, LLC is based in Concord, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Aegis Retirement Partners, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Lendbuzz, Inc.	MA	399	2025-12-31
Concord Lumber Corporation	MA	115	2025-12-31

2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.