# Associated General Contractors Of America, San Diego Chapter, INC. 401(k) Plan
Source: https://planprovider.pro/companies/associated-general-contractors-of-america-san-diego-chapter-inc-951951119-001

> Associated General Contractors Of America, San Diego Chapter, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associated General Contractors Of America, San Diego Chapter, INC.

- **Sponsor EIN:** 951951119

- **Sponsor Address:** PO BOX 12630, SAN DIEGO, CA, 92112

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $2.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$2.1M|$0|$0|

| 2023|0|$1.7M|$0|$0|

| 2022|0|$1.4M|$0|$0|

## 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|

| AGC OF AMERICA|Other Service Provider|$939,460|—|$939,460|

| WEST COAST GROUP BENEFITS|Recordkeeper|$283,770|—|$283,770|

| POLYCOMP ADMINISTRATIVE SERVICES|Recordkeeper|$268,808|—|$268,808|

| MOSS ADAMS LLP|Other Service Provider|$182,299|—|$182,299|

| TEAGUE INSURANCE AGENCY|Other Service Provider|$67,885|—|$67,885|

| LEAFHOUSE|Other Service Provider|$55,227|—|$55,227|

| WOLDS LAW GROUP|Other Service Provider|$47,067|—|$47,067|

| MMA SECURITIES LLC|Other Service Provider|$34,999|—|$34,999|

| SCHAFFER ENTERPRISES|Other Service Provider|$28,560|—|$28,560|

| CAVIGNAC & ASSOCIATES|Other Service Provider|$21,480|—|$21,480|

| IRON MOUNTAIN|Other Service Provider|$12,131|—|$12,131|

| JOHN BURNHAM AND COMPANY|Recordkeeper|$10,650|—|$10,650|

| INDEPENDENT FINANCIAL PARTNERS|Other Service Provider|$9,165|—|$9,165|

| VON BERGE WEALTH MANAGEMENT GROUP|Other Service Provider|$6,920|—|$6,920|

| U.S. BANK|Other Service Provider|$5,313|—|$5,313|

### Verified Provider Profiles

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

- [WEST COAST GROUP BENEFITS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOHN BURNHAM AND COMPANY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,973,734

- **Estimated Expense Ratio:** 95.885% 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|$687,312|$5,313|$268,808|—|—|

| 2023|$683,022|$14,812|$295,174|—|—|

| 2022|$631,106|$16,891|$245,312|—|$153,804|

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