How big is Abrams, Garfinkel, Margolis, Bergson, LLP's plan?

Abrams, Garfinkel, Margolis, Bergson, LLP's plan reported $13.4M in assets and 70 participants for 2024.

Original filing (PDF)20251013161012NAL0000816579001

Abrams, Garfinkel, Margolis, Bergson, LLP

Name: Abrams, Garfinkel, Margolis, Bergson, LLP — Form 5500 Plan 001 (2024)
Creator: Abrams, Garfinkel, Margolis, Bergson, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AGMB, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Abrams, Garfinkel, Margolis, Bergson, LLP's AGMB, LLP 401(k) Profit Sharing Plan held $13.4M in plan assets for 70 participants in 2024, with Matrix Trust Company as recordkeeper.

Signals · 1

25% in single holding

Active participants

Accounts w/ balance

107

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

Plan identifiers

Abrams, Garfinkel, Margolis, Bergson, LLP's EIN is 03-0462076.

EIN 03-0462076

Plan number 001

Plan year 2024

ACK ID 20251013161012NAL0000816579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Abrams, Garfinkel, Margolis, Bergson, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Abrams, Garfinkel, Margolis, Bergson, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ABRAMS, GARFINKEL, MARGOLIS, BERGSON, LLP.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

ABRAMS, GARFINKEL, MARGOLIS, BERGSON, LLP

EIN

all filings

Address

1430 BROADWAY, 17TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 904-0075

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MATRIX TRUST COMPANY	75-3182674	PHOENIX, AZ	RECORDKEEPER	$50K	—
MATRIX TRUST COMPANY	75-3182674	PHOENIX, AZ	RECORDKEEPER	$18K	—

Investments

28 direct securities· $12.7M(95% of reported assets)

Other securities

$9.2M

11 holdings

Mutual Funds

$2.3M

11 holdings

Common Collective Trusts

$944K

2 holdings

Bonds / Notes

$108K

1 holding

Stable Value

$89K

2 holdings

Cash / Money Market

$6K

1 holding

					% of plan
OneAmerica RetirementTrack Agrsv 2035 Fd ShrCl R1	Other securities	—	—	$3.2M	23.9%
OneAmerica RetirementTrack Aggressive Ret FdCl R1	Other securities	—	—	$3.2M	23.6%
OneAmerica RetirementTrack Agrsv 2045 Fd ShrCl R1	Other securities	—	—	$1.5M	11.5%
Fidelity Investments Fidelity® 500 Index Institutional Prem	Common Collective Trusts	—	—	$847K	6.3%
OneAmerica RetirementTrack Agrsv 2055 Fd ShrCl R1	Other securities	—	—	$815K	6.1%
PIMCO Income Instl	Mutual Funds	—	—	$476K	3.6%
Fidelity Investments Fidelity® US Bond Index Instl Prem	Mutual Funds	—	—	$412K	3.1%
Fidelity Investments Fidelity® Mid Cap Index Instl Prem	Mutual Funds	—	—	$320K	2.4%
PGIM High Yield R6	Other securities	—	—	$303K	2.3%
Fidelity Investments Fidelity® International Index InstlPrm	Mutual Funds	—	—	$290K	2.2%
Fidelity Investments Fidelity® Small Cap Index Instl Prem	Mutual Funds	—	—	$283K	2.1%
Vanguard Growth Index Admiral	Mutual Funds	—	—	$278K	2.1%
Fidelity Investments Fidelity® Blue Chip Growth K6	Mutual Funds	—	—	$110K	0.8%
Notes receivable Interest rate at 4.25% to 9.5%	Bonds / Notes	—	—	$108K	0.8%
Dimensional Fund Advisors DFA Real Estate Securities I	Mutual Funds	—	—	$99K	0.7%
Fidelity Investments Fidelity® Emerging Markets Idx Instl Prm	Common Collective Trusts	—	—	$97K	0.7%
OneAmerica RetirementTrack Aggressive 2065 Fund R1	Other securities	—	—	$88K	0.7%
OneAmerica Stable Value Z	Stable Value	—	—	$83K	0.6%
Goldman Sachs Goldman Sachs FS Government R6	Other securities	—	—	$60K	0.4%
JPMorgan Large Cap Growth R6	Other securities	—	—	$36K	0.3%
Vanguard Explorer Adm	Mutual Funds	—	—	$15K	0.1%
American Funds Intermediate Bond Fund of America Class R-6	Mutual Funds	—	—	$13K	<0.1%
OneAmerica RetirementTrack Moderate 2035 Fund Cl R1	Other securities	—	—	$11K	<0.1%
OneAmerica RetirementTrack Moderate 2055 Fund Cl R1	Other securities	—	—	$8K	<0.1%
Vanguard Small Cap Value Index Admiral	Mutual Funds	—	—	$7K	<0.1%
Macquarie Mid Cap Growth R6	Other securities	—	—	$7K	<0.1%
Matrix Trust Cash and Equivalents- Matrix Trust 999 Mutual Funds: ** BlackRock Emerging Mkts K	Cash / Money Market	—	—	$6K	<0.1%
Group Annuity Contract Lincoln Stable Value Acct NY	Stable Value	—	—	$6K	<0.1%