Plan Ledger DOL Form 5500 · updated monthly

AG Resource Management, LLC401(k)

AG RESOURCE MANAGEMENT, LLC RETIREMENT SAVINGS PLAN · FORT WORTH, TX · plan year 2025

Reported admin expense ratio · 2025
0.21%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

AG Resource Management, LLC reported $20,765 in plan administrative expenses for 2025: 0.21% of average plan assets, below the peer median. Employer contributions averaged $5,114 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.04% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (3,015th of 5,688), and 3,956th of 4,798 in finance & insurance. In 2025, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,283,313
Participants with balances198
Active participants124
Employer contributions$634,081
Employee contributions$959,757
Employer contribution per active participant$5,114
Average account balance$51,936
Benefits paid to participants$3,413,852
Plan auditUnmodified (clean) audit opinion
AuditorCARON AND BLETZER PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$10.3M · 198 accts · $634K emplr
2024$10.0M · 188 accts · $892K emplr
2023$10.2M · 180 accts · $887K emplr
2022$8.2M · 155 accts · $732K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$20,765
Total administrative$20,765
The AG Resource Management, LLC 401(k) match · 2025
Employer contribution per active participant$5,114
Median for plans this size$2,666
2025$5,114 per active participant
2024$7,500 per active participant
2023$6,115 per active participant
2022$5,420 per active participant

AG Resource Management, LLC's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,804

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$20,765 · 0.21%
2024$21,072 · 0.21%
2023$3,238 · 0.04%
2022$2,999 · 0.04%
Same employer
Similar plansFinance & Insurance · Texas
McLane Group, LP TX$10.7M · 0.70%
Lacore Enterprises, LLC. TX$10.6M · 0.13%
Western Bank TX$10.3M · 0.59%
Pilot Point Bancorp, Inc. TX$10.2M · 0.43%
Bestow Inc. TX$10.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371790260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.