Agc Of America, Sd Chapter, Inc. 401(k) Profit Sharing Plan
Sponsored by Agc Of America, Sd Chapter, Inc. 401(k) Profit Sharing Plan · EIN 951951119 · Plan #002
- Total assets
- $171M
- Net assets
- $171M
- Active participants
- 2,604
- With balances
- 3,706
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Independent Advisor Alliance, Llc CRD 168267 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Agc Retirement Trust | Employee (plan sponsor) | $919,886 |
| West Coast Group Benefits | Consulting (pension) | $212,900 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $70,176 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $58,525 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $55,225 |
| Mma Securities | Investment advisory (plan) | $26,250 |
| Schaffer Enterprises | Recordkeeping fees, Recordkeeping, Participant loan processing | $22,225 |
| Cavignac & Associates | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,085 |
| Independent Advisor Alliance | Investment advisory (plan) | $8,925 |
| Mcgriff Ins Svcs | Consulting (pension) | $8,700 |
| Von Berge Wealth Management Group | Consulting (pension) | $3,528 |