Plan Ledger DOL Form 5500 · updated monthly

AG US Group Services Inc.401(k)

AG US GROUP SERVICES INC. EMPLOYEE RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

AG US Group Services Inc. reported $625 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $33,644 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 2 years on file its reported administrative ratio rose from 0.000% to 0.000%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 260th-largest of 5,648 plans among New York employers on file, and the 348th of 4,798 in finance & insurance. In 2024, the employer put in $1.65 for every $1.00 employees contributed themselves; active participation has shrunk from 368 to 311 since 2022.

Plan summary
Net assets, end of year$409,734,031
Participants with balances517
Active participants311
Employer contributions$10,463,264
Employee contributions$6,322,476
Employer contribution per active participant$33,644
Average account balance$792,522
Benefits paid to participants$22,466,341
Plan auditUnmodified (clean) audit opinion
AuditorPRICE WATERHOUSE COOPERS
Plan history3
Yearassets · accounts · employer contribution
2024$409.7M · 517 accts · $10.5M emplr
2023$356.1M · 523 accts · $11.9M emplr
2022$304.8M · 544 accts · $11.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$625
Total administrative$625
The AG US Group Services Inc. 401(k) match · 2024
Employer contribution per active participant$33,644
Median for plans this size$4,294
2024$33,644 per active participant
2023$38,358 per active participant
2022$31,290 per active participant

AG US Group Services Inc.'s 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$625 · 0.00%
2023$675 · 0.00%
2022$250 · 0.00%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 300953494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.