Plan Ledger DOL Form 5500 · updated monthly

Agm California Inc401(k)

AMERICAN GENERAL MEDIA PROFIT SHARING AND 401(K) PLAN · BAKERSFIELD, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Agm California Inc reported $10,546 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,418 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 0.17% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,217th of 9,483), and 1,689th of 2,199 in information & media. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has shrunk from 125 to 98 since 2022.

Plan summary
Net assets, end of year$7,401,079
Participants with balances97
Active participants98
Employer contributions$138,924
Employee contributions$320,813
Employer contribution per active participant$1,418
Average account balance$76,300
Benefits paid to participants$201,419
Plan auditUnmodified (clean) audit opinion
AuditorBARBICH HOOPER KING DILL HOFFMAN
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 97 accts · $139K emplr
2023$6.3M · 104 accts · $163K emplr
2022$5.2M · 126 accts · $166K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$777
Investment management$9,769
Total administrative$10,546
The Agm California Inc 401(k) match · 2024
Employer contribution per active participant$1,418
Median for plans this size$1,313
2024$1,418 per active participant
2023$1,646 per active participant
2022$1,326 per active participant

Agm California Inc's 2024 employer contribution ran above 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 · 20242
AMERITAS LIFE INSURANCE CORP · Recordkeeping · Loan processing$777
STADION MONEY MANAGEMENT, LLC · Investment management$9,769

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$10,546 · 0.15%
2023$10,160 · 0.18%
2022$9,630 · 0.17%
Same employer
Similar plansInformation & Media · California
Cresta Intelligence, Inc. CA$7.6M · 0.04%
Mediaco Operations LLC CA$7.6M · 0.05%
Estrella Media, Inc. CA$7.6M · 0.05%
Teutonic Holdings, LLC CA$7.4M · 0.07%
Swiftly, Inc CA$7.4M · 0.21%
Health Data Vision, Inc. CA$7.3M · 0.24%
Whip Networks, Inc. CA$7.1M · 0.03%
Nile Global, Inc CA$7.1M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 770309110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.