What public Form 5500 filings show about the AGC Wealth Advisors, Inc. 401(k) plan — and how to find and check your own account.
AGC Wealth Advisors, Inc. (EIN 83-4596826) reports AGC WEALTH ADVISORS, INC. 401(K) PLAN on its most recent Form 5500, with $775K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full AGC Wealth Advisors, Inc. filing — schedules, fees, and providers.
AGC Wealth Advisors, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask AGC Wealth Advisors, Inc.HR for the recordkeeper’s name and login.