How big is AGF Investments LLC's plan?

AGF Investments LLC's plan reported $1.9M in assets and 14 participants for 2024.

Original filing (PDF)20250730051035NAL0004223969001

AGF Investments LLC

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

Form 5500-SF

FILING_RECEIVED

AGF Investments LLC 401(k) Plan

401(k) retirement plan · AGF Investments LLC's AGF Investments LLC 401(k) Plan held $1.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jennifer Louie signed AGF Investments LLC's 2024 Form 5500 as plan administrator.

Jennifer Louie — 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

AGF Investments LLC's EIN is 27-1070018.

EIN 27-1070018

Plan number 001

Plan year 2024

ACK ID 20250730051035NAL0004223969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AGF Investments LLC'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 AGF INVESTMENTS 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