AUMdb

Agc Retirement Savings Plan

Sponsored by Associated General Contractors Of Georgia, Inc. · EIN 580144470 · Plan #003

Total assets
$227M
Net assets
$227M
Active participants
5,784
With balances
4,373

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $498,714
Bensource Employee Benefits Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $450,348
Cambridge Investment Research, Inc. Direct payment from the plan, Securities brokerage commissions $61,411
Smith & Howard Accounting, Direct payment from the plan $41,000
Charles Schwab Bank Custodial (securities), Participant loan processing, Direct payment from the plan $39,880