Plan Snapshot
- Plan Sponsor: Agc Of Kentucky
- Sponsor EIN: 610263820
- Sponsor Address: 120 WEST STATE STREET, FRANKFORT, KY, 40602
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 213 | $5.8M | $213,733 | $434,354 |
| 2023 | 140 | $5.2M | $107,831 | $203,065 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS L | Recordkeeper | $17,281 | — | $17,281 |
| BENEFITS ADMINISTRATORS LLC | Recordkeeper | $9,243 | $36 | $9,279 |
| ROBERT W BAIRD & CO INC | Investment Advisor | $8,176 | — | $8,176 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS L — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,736
- Estimated Expense Ratio: 0.599% 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 | $56,692 | $10,359 | $9,243 | — | — |
| 2023 | — | — | — | — | — |