# Agreeya Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/agreeya-solutions-inc-401k-plan

> Agreeya Solutions, INC.'s 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Agreeya Solutions, INC.

- **Sponsor EIN:** 202965578

- **Sponsor Address:** 605 COOLIDGE DRIVE, FOLSOM, CA, 95630

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

- **Total Participants:** 100

- **Total Assets:** $9.2M

## 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|100|$9.2M|$343,793|$775,207|

| 2023|120|$7.9M|$305,325|$759,538|

| 2022|121|$6.5M|$301,210|$749,184|

## 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|

| WELLS FARGO CLEARING SERVICES LLC|INVESTMENT ADVISORY|$42,367|—|$42,367|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$34,276|—|$34,276|

| NARESH ARORA & GULRAJANI CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $76,643

- **Estimated Expense Ratio:** 0.836% 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|$76,643|$42,367|—|—|—|

| 2023|$63,587|$35,716|—|—|—|

| 2022|$54,416|$31,922|—|—|—|

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