Plan Ledger DOL Form 5500 · updated monthly

Agpm, LLC401(k)

AGPM, LLC 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
1.13%

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

Agpm, LLC reported $55,099 in plan administrative expenses for 2024: 1.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $699 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 1.03% to 1.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (2,431st of 3,644), and 1,476th of 2,096 in real estate & leasing. In 2024, employees put in $5.58 for every $1.00 the employer contributed; active participation has grown from 167 to 184 since 2022.

Plan summary
Net assets, end of year$5,327,823
Participants with balances263
Active participants184
Employer contributions$128,621
Employee contributions$717,266
Employer contribution per active participant$699
Average account balance$20,258
Benefits paid to participants$372,877
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 263 accts · $129K emplr
2023$4.4M · 247 accts · $83K emplr
2022$3.9M · 334 accts · $71K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,036
Investment management$14,363
Audit (IQPA)$13,700
Total administrative$55,099
The Agpm, LLC 401(k) match · 2024
Employer contribution per active participant$699
Median for plans this size$1,313
2024$699 per active participant
2023$444 per active participant
2022$424 per active participant

Agpm, 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$27,036
RESOURCES INVESTMENT ADVISORS · Investment advisory (plan)$14,363
COULTER & JUSTUS · Accounting / audit$13,700

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$55,099 · 1.13%
2023$50,106 · 1.21%
2022$41,538 · 1.03%
Same employer
Similar plansReal Estate & Leasing · Florida
Seacrest Services, Inc. FL$6.4M · 1.03%
Holland Pump Company FL$5.2M · 0.06%
Chhj Franchising L.L.C. FL$5.1M · 1.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263645429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.