AUMdb

Agpm, Llc 401(k) Plan

Sponsored by Agpm, Llc · EIN 263645429 · Plan #101

Total assets
$5.3M
Net assets
$5.3M
Active participants
184
With balances
263

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $27,036
Resources Investment Advisors Investment advisory (plan), Direct payment from the plan $14,363
Coulter & Justus Accounting, Direct payment from the plan $13,700