Plan Snapshot
- Plan Sponsor: Agilitech
- Sponsor EIN: 030433805
- Sponsor Address: P.O. BOX 20610, BAKERSFIELD, CA, 93390
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $12.4M
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 | 89 | $12.4M | $214,618 | $475,222 |
| 2023 | 87 | $12.0M | $218,367 | $471,270 |
| 2022 | 90 | $11.4M | $266,351 | $598,520 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISORY | $24,986 | — | $24,986 |
| LEE CPA AUDIT GROUP | AUDIT | $9,000 | — | $9,000 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $5,007 | — | $5,007 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISORY
- LEE CPA AUDIT GROUP — AUDIT
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,993
- Estimated Expense Ratio: 0.316% 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 | $39,160 | $24,986 | — | $9,000 | — |
| 2023 | $46,410 | $31,095 | — | $11,750 | — |
| 2022 | $19,375 | $11,000 | — | — | — |