How big is AG Financial, LLC's plan?

AG Financial, LLC's plan reported $211K in assets and 3 participants for 2024.

Original filing (PDF)20250930144732NAL0013387872001

AG Financial, LLC

Name: AG Financial, LLC — AG Financial, LLC 401(k) Plan, Form 5500 (2024)
Creator: AG Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AG Financial, LLC 401(k) Plan

401(k) retirement plan · AG Financial, LLC's AG Financial, LLC 401(k) Plan held $211K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

People on this filing

Aaron Graham signed AG Financial, LLC's 2024 Form 5500 as plan administrator.

Aaron Graham — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AG Financial, LLC's EIN is 20-4527099.

EIN 20-4527099

Plan number 001

Plan year 2024

ACK ID 20250930144732NAL0013387872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AG Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AG Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AG FINANCIAL, LLC.

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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