# Agpm, LLC 401(k) Plan
Source: https://planprovider.pro/companies/agpm-llc-401k-plan

> Agpm, LLC's 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Agpm, LLC

- **Sponsor EIN:** 263645429

- **Sponsor Address:** 501 N MAGNOLIA AVENUE, ORLANDO, FL, 32801

- **Plan Type:** 401(k)

- **Total Participants:** 184

- **Total Assets:** $5.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|184|$5.3M|$128,621|$717,266|

| 2023|187|$4.4M|$83,051|$605,387|

| 2022|167|$3.9M|$70,868|$484,000|

## 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|

| COULTER & JUSTUS, P.C.|Auditor|$13,700|—|$13,700|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,700

- **Estimated Expense Ratio:** 0.257% 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|$55,099|$14,363|$27,036|$13,700|—|

| 2023|$50,106|$11,567|$32,789|$5,750|—|

| 2022|$41,538|$11,103|$30,435|—|—|

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