Plan Snapshot
- Plan Sponsor: Agc Of America, San Diego Chapter, INC. Retirement Trust Fund
- Sponsor EIN: 336297103
- Sponsor Address: 530 B STREET, SUITE 900, SAN DIEGO, CA, 92101
- Plan Type: DC
- Total Participants: 316
- Total Assets: $24.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 316 | $24.2M | $893,668 | $0 |
| 2023 | 285 | $22.9M | $959,835 | $0 |
| 2022 | 370 | $26.9M | $884,817 | $0 |
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 |
|---|---|---|---|---|
| AGC RETIREMENT TUST | TRUSTEE (CORPORATE) | $79,540 | — | $79,540 |
| CLELLAND | INVESTMENT MANAGER | $17,500 | — | $17,500 |
| BRANDYWINE GLOBAL | INVESTMENT MANAGER | $11,125 | — | $11,125 |
| CLARIVEST | INVESTMENT MANAGER | $10,017 | — | $10,017 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,182
- Estimated Expense Ratio: 0.488% of plan assets
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 | $122,119 | — | — | — | — |
| 2023 | $188,950 | $79,185 | — | — | — |
| 2022 | $211,438 | $75,514 | — | — | $135,924 |