Plan Snapshot
- Plan Sponsor: Agc Of America, Sd Chapter, INC. 401(K) Profit Sharing Plan
- Sponsor EIN: 951951119
- Sponsor Address: 530 B STREET, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 2,604
- Total Assets: $170.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,604 | $170.7M | $10.7M | $6.1M |
| 2023 | 2,754 | $153.6M | $10.4M | $5.7M |
| 2022 | 4,749 | $127.4M | $9.1M | $5.6M |
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 |
|---|---|---|---|---|
| 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: $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 | $1,048,583 | — | — | — | — |
| 2023 | $1,015,183 | — | — | — | — |
| 2022 | $293,244 | — | — | — | — |