Plan Ledger DOL Form 5500 · updated monthly

AG1 USA Inc.401(k)

ATHLETIC GREENS USA 401(K) PLAN · CARSON CITY, NV · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

AG1 USA Inc. reported $30,918 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $5,437 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 1 year on file its reported administrative ratio fell from 0.42% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 172nd-largest of 437 plans among Nevada employers on file, and the 2,171st of 5,215 in retail trade. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,794,399
Participants with balances317
Active participants207
Employer contributions$1,125,385
Employee contributions$2,492,319
Employer contribution per active participant$5,437
Average account balance$40,361
Benefits paid to participants$1,092,254
Plan auditUnmodified (clean) audit opinion
AuditorWSRP, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$12.8M · 317 accts · $1.1M emplr
2023$7.9M · 257 accts · $955K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,738
Investment management$19,180
Total administrative$30,918
The AG1 USA Inc. 401(k) match · 2024
Employer contribution per active participant$5,437
Median for plans this size$2,416
2024$5,437 per active participant
2023$4,507 per active participant

AG1 USA Inc.'s 2024 employer contribution ran above the $2,416 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
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$30,919

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

Administrative cost history2
2024$30,918 · 0.30%
2023$23,133 · 0.42%
Same employer
Similar plansRetail Trade · Nevada
Fairway Chevrolet Co. NV$30.0M · 0.31%
Friendly Ford NV$20.2M · 0.38%
Bill Pearce Motors, Inc. NV$17.3M · 0.22%
Champion Chevrolet NV$10.7M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461014117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.