Plan Ledger DOL Form 5500 · updated monthly

Agi-Cfi Holdings, Inc.401(k)

AGI-CFI HOLDINGS, INC. 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Agi-Cfi Holdings, Inc. reported $168,447 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $238 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 fell from 0.85% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 732nd-largest of 3,644 plans among Florida employers on file, and the 508th of 2,677 in transportation & warehousing. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 3,666 to 9,861 since 2022.

Plan summary
Net assets, end of year$34,312,143
Participants with balances1,565
Active participants9,861
Employer contributions$2,346,040
Employee contributions$4,448,904
Employer contribution per active participant$238
Average account balance$21,925
Benefits paid to participants$6,385,915
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 1,565 accts · $2.3M emplr
2023$29.9M · 1,487 accts · $2.3M emplr
2022$12.3M · 677 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$168,447
Total administrative$168,447
The Agi-Cfi Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$238
Median for plans this size$2,416
2024$238 per active participant
2023$265 per active participant
2022$331 per active participant

Agi-Cfi Holdings, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$168,446
RESOURCES INVESTMENT ADVISORS · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$168,447 · 0.52%
2023$177,064 · 0.84%
2022$101,764 · 0.85%
Same employer
Similar plansTransportation & Warehousing · Florida
Linde FL$47.3M · 0.17%
Gulf Air Group, Inc. FL$30.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821163282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.