AGSTATE 401(k) Plan
What public Form 5500 filings show about the AGSTATE 401(k) plan — and how to find and check your own account.
The AGSTATE 401(k) on its latest Form 5500
AGSTATE (EIN 42-0243900) reports UBG 401(K) - AGSTATE SH MATCH on its most recent Form 5500, with $45.0M in plan assets across 474 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 AGSTATE filing — schedules, fees, and providers.
Who runs the AGSTATE 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AGSTATE 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INTELLICENTS INVESTMENT SOLUTIONS I, UNITED BENEFITS GROUP, MERCER, MEDONE LC, KESTRA FINANCIAL, ASSOCIATED BENEFITS.
How to check your AGSTATE 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask AGSTATE 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).