Plan Snapshot
- Plan Sponsor: Agilex Business Solutions, LLC
- Sponsor EIN: 811011017
- Sponsor Address: 5355 SCHROTH LANE, APPLETON, WI, 54913
- Plan Type: 401(k)
- Total Participants: 714
- Total Assets: $8.2M
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 | 714 | $8.2M | $489,855 | $1.2M |
| 2023 | 566 | $5.9M | $355,746 | $782,571 |
| 2022 | 484 | $4.8M | $248,859 | $537,245 |
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 FINANCIAL LIFE INS CO | Recordkeeper | $45,942 | — | $45,942 |
| CREATIVE PLANNING | Investment Advisor | $16,817 | — | $16,817 |
| PEAK RETIREMENT GROUP | Recordkeeper | $7,991 | — | $7,991 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,750
- Estimated Expense Ratio: 0.858% 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 | $71,009 | $71,009 | — | — | — |
| 2023 | $47,933 | $47,933 | — | — | — |
| 2022 | $52,282 | — | $52,282 | — | — |