How big is Agassiz Associates, PLLC's plan?

Agassiz Associates, PLLC's plan reported $3.6M in assets and 13 participants for 2024.

Original filing (PDF)20250717143512NAL0000238323001

Agassiz Associates, PLLC

Name: Agassiz Associates, PLLC — Agassiz Associates 401(k), Form 5500 (2024)
Creator: Agassiz Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agassiz Associates 401(k) Plan

401(k) retirement plan · Agassiz Associates, PLLC's Agassiz Associates 401(k) Plan held $3.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Agassiz Associates, PLLC's EIN is 20-1278075.

EIN 20-1278075

Plan number 001

Plan year 2024

ACK ID 20250717143512NAL0000238323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agassiz Associates, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agassiz Associates, PLLC'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 AGASSIZ ASSOCIATES, PLLC.

Finding similar companies…

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score