Plan Ledger DOL Form 5500 · updated monthly

Agilis Group, Inc.401(k)

AGILIS GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN · PALM BEACH GARDENS, FL · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Agilis Group, Inc. reported $21,871 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,698 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 0.00% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 717th-largest of 3,644 plans among Florida employers on file, and the 3,663rd of 11,654 in professional & technical services. In 2024, employees put in $5.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,235,043
Participants with balances317
Active participants236
Employer contributions$400,710
Employee contributions$2,111,730
Employer contribution per active participant$1,698
Average account balance$111,152
Benefits paid to participants$1,578,238
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 317 accts · $401K emplr
2023$29.4M · 306 accts · $434K emplr
2022$24.1M · 312 accts · $458K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,871
Total administrative$21,871
The Agilis Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,698
Median for plans this size$2,416
2024$1,698 per active participant
2023$1,945 per active participant
2022$2,043 per active participant

Agilis Group, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,871

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$21,871 · 0.07%
2023$1,500 · 0.01%
2022$450 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Florida
Miles Partnership LLC FL$37.2M · 0.41%
Cdr Maguire, Inc. FL$36.9M · 0.64%
Ball Janik LLP FL$36.6M · 0.00%
Smtc Corporation FL$33.7M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 650555230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.