Plan Ledger DOL Form 5500 · updated monthly

Argi ESOP Distribution, LLCProfit-sharing plan

ARGI PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
4.51%

Argi ESOP Distribution, LLC reported $52,911 in plan administrative expenses for 2024: 4.51% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Kentucky (866th of 871), and 778th of 786 in management of companies.

Plan summary
Net assets, end of year$261,515
Participants with balances267
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$979
Benefits paid to participants$4,501,948
Plan auditUnmodified (clean) audit opinion
AuditorHARDING SHYMANSKI & COMPANY PSC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,943
Total administrative$52,911
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.

Administrative cost history1
2024$52,911 · 4.51%
Similar plansManagement of Companies · Kentucky
Harper Industries Inc. KY$5.4M · 0.04%
Ecofibre USA, Inc. KY$1.7M · 1.60%
Pj Holdings Ky, LLC KY$806K · 0.89%
New Gen Holdings, Inc. AZ$310K · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 991748157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.