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

> Agilitech's 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — AUDIT

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — 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|—|—|—|

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