Plan Snapshot
- Plan Sponsor: Agilon Health Management INC.
- Sponsor EIN: 812677797
- Sponsor Address: 440 POLARIS PARKWAY, SUITE 550, WESTERVILLE, OH, 43082
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $37.4M
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 | 534 | $37.4M | $2.5M | $5.2M |
| 2023 | 632 | $33.0M | $2.6M | $5.6M |
| 2022 | 848 | $22.6M | $1.9M | $4.8M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | Investment Advisor | $138,879 | — | $138,879 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $26,884 | — | $26,884 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $13,876 | — | $13,876 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,639
- Estimated Expense Ratio: 0.480% 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 | $179,639 | $152,755 | — | — | — |
| 2023 | $160,861 | $113,497 | — | — | — |
| 2022 | $123,789 | — | $123,789 | — | — |