Original filing (PDF)20230121090710NAL0003968499001

AGERTON ENTERPRISES, INC.

Name: AGERTON ENTERPRISES, INC. — AGERTON ENTERPRISES, INC. 401(K) & PROFIT SHARING PLAN, Form 5500 (2022)
Creator: AGERTON ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

AGERTON ENTERPRISES, INC. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGERTON ENTERPRISES, INC..

Plan sponsor

Name

AGERTON ENTERPRISES, INC.

EIN

20-3875927

Address

4814 KING LN · CORPUS CHRISTI, TX · 78414

Phone

(760) 382-8003

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-01-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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