AGDATA, L.P. 401(k) Plan
What public Form 5500 filings show about the AGDATA, L.P. 401(k) plan — and how to find and check your own account.
The AGDATA, L.P. 401(k) on its latest Form 5500
AGDATA, L.P. (EIN 20-4202692) reports AGDATA, L.P. 401(K) PLAN on its most recent Form 5500, with $23.0M in plan assets across 191 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 AGDATA, L.P. filing — schedules, fees, and providers.
Who runs the AGDATA, L.P. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AGDATA, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, ADP BROKER-DEALER.
How to check your AGDATA, L.P. 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask AGDATA, L.P. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).