# Agc Of America, Sd Chapter, INC. 401(K) Profit Sharing Plan 401(k) Plan
Source: https://planprovider.pro/companies/agc-of-america-sd-chapter-inc-401-k-profit-sharing-plan-401k-plan

> Agc Of America, Sd Chapter, INC. 401(K) Profit Sharing Plan's 401(k) plan: 2,604 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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|

| AGC RETIREMENT TRUST|PLAN SPONSOR|$919,886|—|$919,886|

| WEST COAST GROUP BENEFITS|CONSULTING|$212,900|—|$212,900|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$70,176|—|$70,176|

| FUTUREPLAN BY ASCENSUS|RECORDKEEPER|$58,525|$364|$58,889|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|INVESTMENT ADVISORY - PL|$55,225|—|$55,225|

| MMA SECURITIES|INVESTMENT ADVISORY-PLAN|$26,250|—|$26,250|

| SCHAFFER ENTERPRISES|RECORDKEEPING|$22,225|—|$22,225|

| CAVIGNAC & ASSOCIATES|RECORDKEEPER|$10,085|—|$10,085|

| INDEPENDENT ADVISOR ALLIANCE|INVESTMENT ADVISORY|$8,925|—|$8,925|

| MCGRIFF INS SVCS|CONSULTING|$8,700|—|$8,700|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEST COAST GROUP BENEFITS](https://planprovider.pro/provider/john-hancock) — CONSULTING

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISORY-PLAN

- [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:** $1,393,261

- **Estimated Expense Ratio:** 0.816% 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|$1,048,583|—|—|—|—|

| 2023|$1,015,183|—|—|—|—|

| 2022|$293,244|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/agc-of-america-sd-chapter-inc-401-k-profit-sharing-plan-401k-plan)

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