# Agc Of America, San Diego Chapter, INC. Retirement Trust Fund DC Plan
Source: https://planprovider.pro/companies/agc-of-america-san-diego-chapter-inc-retirement-trust-fund-plan

> Agc Of America, San Diego Chapter, INC. Retirement Trust Fund's DC plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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