How big is AG TRAC, LLC's plan?

AG TRAC, LLC's plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250629152938NAL0010508129001

AG TRAC, LLC

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

Form 5500-SF

FILING_RECEIVED

AG TRAC, LLC 401(k) Plan

401(k) retirement plan · AG TRAC, LLC's AG TRAC, LLC 401(k) Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

David Nesbit signed AG TRAC, LLC's 2024 Form 5500 as plan administrator.

David Nesbit — 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 TRAC, LLC's EIN is 26-4031679.

EIN 26-4031679

Plan number 001

Plan year 2024

ACK ID 20250629152938NAL0010508129001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AG TRAC, LLC's plan includes profit-sharing, 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 TRAC, 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AG TRAC, LLC

EIN

all filings

Address

1044 STATE ROUTE 34 · GENOA, NY · 13071

Phone

(315) 497-3351

Industry

Real Estate

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

2025-06-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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