Plan Snapshot
- Plan Sponsor: Agamerica Lending LLC
- Sponsor EIN: 270516064
- Sponsor Address: 4030 SOUTH PIPKIN ROAD, LAKELAND, FL, 33811
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 113 | $10.7M | $554,018 | $1.1M |
| 2023 | 135 | $8.8M | $561,255 | $1.1M |
| 2022 | 136 | $5.3M | $1.0M | $877,796 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $18,896 | — | $18,896 | — | — |
| 2023 | $14,157 | $3,641 | $6,355 | — | — |
| 2022 | $2,191 | — | — | — | — |