Plan Snapshot
- Plan Sponsor: Agamatrix, INC.
- Sponsor EIN: 010705345
- Sponsor Address: 7C RAYMOND AVENUE, SALEM, NH, 030792935
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $9.0M
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 | 25 | $9.0M | $174,990 | $366,964 |
| 2023 | 37 | $10.8M | $270,745 | $477,691 |
| 2022 | 41 | $10.8M | $267,201 | $516,302 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $12,506 | — | $12,506 | — | — |
| 2023 | $8,920 | — | $8,920 | — | — |
| 2022 | $9,084 | — | $9,084 | — | — |