Plan Snapshot
- Plan Sponsor: Afg Group INC
- Sponsor EIN: 541978935
- Sponsor Address: 950 HERNDON PARKWAY, HERNDON, VA, 20170
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 94 | $8.7M | $158,968 | $1.0M |
| 2023 | 97 | $7.0M | $192,066 | $1.0M |
| 2022 | 98 | $6.2M | $177,939 | $947,653 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LSWG P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSWG P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,237 | $37,205 | — | — | — |
| 2023 | $34,335 | $30,558 | — | — | — |
| 2022 | $33,046 | — | — | — | — |