# Agup Equipment Company 401(k) Plan
Source: https://planprovider.pro/companies/agup-equipment-company-401k-plan

> Agup Equipment Company's 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Agup Equipment Company

- **Sponsor EIN:** 640470043

- **Sponsor Address:** 333 N FIRST STREET, FLORA, MS, 39071

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

- **Total Participants:** 276

- **Total Assets:** $26.1M

## 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|276|$26.1M|$601,097|$1.4M|

| 2023|283|$23.2M|$611,994|$1.5M|

| 2022|286|$20.2M|$573,550|$1.4M|

## 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|

| BANKPLUS WEALTH MANAGEMENT|NONE|$49,558|—|$49,558|

| EPIC RETIREMENT PLAN SERVICES|NONE|$35,783|—|$35,783|

| HORNE CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [HORNE CPA](https://planprovider.pro/provider/horne-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,341

- **Estimated Expense Ratio:** 0.327% 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|$88,154|$54,814|—|—|—|

| 2023|$85,244|$42,275|—|—|—|

| 2022|$101,409|—|—|—|—|

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