# Alabama Associated General Contractors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alabama-associated-general-contractors-inc-401k-plan

> Alabama Associated General Contractors, INC.'s 401(k) plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alabama Associated General Contractors, INC.

- **Sponsor EIN:** 636049915

- **Sponsor Address:** 5000 GRANTSWOOD ROAD SUITE 100, IRONDALE, AL, 35210

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

- **Total Participants:** 338

- **Total Assets:** $10.4M

## 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|338|$10.4M|$388,425|$695,009|

| 2023|226|$11.7M|$354,295|$604,479|

| 2022|210|$10.1M|$364,344|$515,051|

## 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|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$30,620|—|$30,620|

| TEMPLETON & COMPANY LLP|AUDIT|$21,250|—|$21,250|

| MORGAN STANLEY SMITH BARNEY|INVESTMETN ADVISORY -PLAN|$15,177|—|$15,177|

| NATIONAL PROFESSIONAL PLANNING GROU|PLAN ADMINISTRATOR|$8,558|—|$8,558|

| PINNACLE FINANCIAL SERVICES, INC|RECORDKEEPER|$7,331|—|$7,331|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [TEMPLETON & COMPANY LLP](https://planprovider.pro/provider/templeton-and-company-llp) — AUDIT

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMETN ADVISORY -PLAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,936

- **Estimated Expense Ratio:** 0.796% 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|$82,936|—|$21,250|—|—|

| 2023|$69,267|$30,918|—|$6,000|—|

| 2022|$59,227|$49,473|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alabama-associated-general-contractors-inc-401k-plan)

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