Plan Snapshot
- Plan Sponsor: Agital Marketing Services, LLC
- Sponsor EIN: 872235744
- Sponsor Address: 2705 DOUGHERTY FERRY RD., ST. LOUIS, MO, 63021
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 465
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 465 | $18.4M | $0 | $0 |
| 2024 | 333 | $13.9M | $693,207 | $1.9M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Recordkeeper | $104,582 | — | $104,582 |
| WORLD INVESTMENT ADVISORS, LLC | Other Service Provider | — | $66,041 | $66,041 |
| MOMENTA, INC | Recordkeeper | — | $7,710 | $7,710 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,333
- Estimated Expense Ratio: 0.969% 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 |
|---|---|---|---|---|---|
| 2025 | $2,199,307 | $2,560 | $101,979 | — | — |
| 2024 | $88,983 | $591 | $55,891 | — | — |