# The Aagard Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-aagard-group-llc-401k-plan

> The Aagard Group, LLC's 401(k) plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Aagard Group, LLC

- **Sponsor EIN:** 411860765

- **Sponsor Address:** 3711 IOWA STREET, ALEXANDRIA, MN, 56308

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

- **Total Participants:** 314

- **Total Assets:** $25.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|314|$25.8M|$1.0M|$2.7M|

| 2023|295|$19.5M|$896,059|$2.3M|

| 2022|277|$13.8M|$777,345|$2.0M|

## 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|

| LPL FINANCIAL|NONE|$67,140|—|$67,140|

| ASCENSUS LLC|NONE|$32,260|$2,146|$34,406|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,546

- **Estimated Expense Ratio:** 0.393% 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|$99,400|$67,140|$32,260|—|—|

| 2023|$82,544|$51,200|$31,344|—|—|

| 2022|$76,688|$46,839|$29,849|—|—|

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