Plan Snapshot
- Plan Sponsor: Agio INC
- Sponsor EIN: 844093832
- Sponsor Address: 201 DAVID L. BOREN BLVD.,, NORMAN, OK, 73162
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $11.8M
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 | 140 | $11.8M | $0 | $882,422 |
| 2023 | 129 | $11.8M | $396,646 | $1.1M |
| 2022 | 150 | $10.1M | $652,347 | $1.2M |
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 |
|---|---|---|---|---|
| BAS PARTNERS LLC D/B/A A PORTER CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS LLC D/B/A A PORTER CPA — Auditor
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 | $134,558 | — | — | — | — |
| 2023 | $75,509 | $26,524 | $33,103 | — | — |
| 2022 | $78,655 | $26,000 | $37,055 | — | $15,600 |