# Agencyea 401(k) Plan
Source: https://planprovider.pro/companies/agencyea-401k-plan

> Agencyea's 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Agencyea

- **Sponsor EIN:** 364345593

- **Sponsor Address:** 311 WEST WALTON STREET, CHICAGO, IL, 60610

- **Plan Type:** 401(k)

- **Total Participants:** 78

- **Total Assets:** $6.4M

## 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|78|$6.4M|$207,621|$707,033|

| 2023|97|$4.9M|$206,558|$696,689|

| 2022|95|$3.6M|$167,900|$572,774|

## 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|

| CASSELL PLAN AUDITS|Auditor|—|—|$0|

## 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|$8,392|$10|$2,150|—|—|

| 2023|$5,361|—|—|—|—|

| 2022|$4,893|—|—|—|$4,893|

## Similar Plans

- [National Able Network INC.](https://planprovider.pro/companies/national-able-network-inc-401k-plan) — 87 participants

- [Peter Troost Monument Company](https://planprovider.pro/companies/peter-troost-monument-company-401k-plan) — 107 participants

- [Comgraphics, INC.](https://planprovider.pro/companies/comgraphics-inc-plan) — 49 participants

- [Diamond Blade Warehouse, LLC](https://planprovider.pro/companies/diamond-blade-warehouse-llc-401k-plan) — 46 participants

- [Four G'S, INC](https://planprovider.pro/companies/four-g-s-inc-plan) — 40 participants

- [Million Dollar Round Table](https://planprovider.pro/companies/million-dollar-round-table-plan-001) — 120 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/agencyea-401k-plan)

© 2026 PlanProvider.Pro