Plan Ledger DOL Form 5500 · updated monthly

Agilex Business Solutions, LLC401(k)

AGILEX BUSINESS SOLUTIONS 401(K) PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

Agilex Business Solutions, LLC reported $71,009 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $686 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 0.90% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,394th of 1,936), and 8,594th of 11,654 in professional & technical services. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 484 to 714 since 2022.

Plan summary
Net assets, end of year$8,245,684
Participants with balances321
Active participants714
Employer contributions$489,855
Employee contributions$1,180,709
Employer contribution per active participant$686
Average account balance$25,687
Benefits paid to participants$718,904
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 321 accts · $490K emplr
2023$5.9M · 231 accts · $356K emplr
2022$4.8M · 181 accts · $249K emplr
Administrative expenses, itemized · 2024
Investment management$71,009
Total administrative$71,009
The Agilex Business Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$686
Median for plans this size$1,313
2024$686 per active participant
2023$629 per active participant
2022$514 per active participant

Agilex Business Solutions, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20243
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$45,942
PEAK RETIREMENT GROUP · Recordkeeping · Loan processing$7,991
CREATIVE PLANNING · Investment advisory (plan)$16,817

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

Recordkeeper by year2
2024PEAK RETIREMENT GROUP, Transamerica
2023PEAK RETIREMENT GROUP, Transamerica

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

Administrative cost history3
2024$71,009 · 1.01%
2023$47,933 · 0.90%
2022$52,282 · 0.90%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Keylink Holdings, LLC WI$9.0M · 0.72%
Codeworks, L.L.C WI$8.7M · 0.60%
Kmsjr, Inc. WI$7.7M · 0.83%
Capps LLC WI$7.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811011017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.