The Agma Retirement Plan
Sponsored by Board Of Trustees Agma Retirement Plan · EIN 133826401 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 8,793
- With balances
- 8,854
Plan year beginning 09/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Investment management fees (indirect), Sub-transfer agency fees, Float revenue | $256,883 |
| Central Data Services | Accounting, Plan administrator, Recordkeeping | $140,324 |
| Spivak Lipton, Llp | Legal, Direct payment from the plan | $64,661 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $43,000 |
| Gallagher Fiduciary Advisors | Actuarial, Investment advisory (plan), Direct payment from the plan | $25,000 |
| Locktight Solutions | Consulting (general), Direct payment from the plan | $15,098 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $7,358 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $5,500 |