# Aggietech Investments INC 401(k) Plan
Source: https://planprovider.pro/companies/aggietech-investments-inc-401k-plan

> Aggietech Investments INC's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aggietech Investments INC

- **Sponsor EIN:** 201112488

- **Sponsor Address:** PO BOX 7742, MIDLAND, TX, 79708

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

- **Total Participants:** 127

- **Total Assets:** $5.0M

## 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|127|$5.0M|$186,784|$398,108|

| 2023|108|$4.1M|$85,143|$280,918|

| 2022|95|$3.3M|$0|$191,023|

## 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|

| GARRETY AND ASSOCIATES CPA, LLC|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|$13,479|$13,479|—|—|—|

| 2023|$2,554|$2,554|—|—|—|

| 2022|$1,112|$1,112|—|—|—|

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