How big is AG2 Inc.'s plan?

AG2 Inc.'s plan reported $72K in assets and 2 participants for 2024.

Original filing (PDF)20250721154409NAL0001862464001

AG2 Inc.

Name: AG2 Inc. — AG2 Inc. 401(k) Plan, Form 5500 (2024)
Creator: AG2 Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AG2 Inc. 401(k) Plan

401(k) retirement plan · AG2 Inc.'s AG2 Inc. 401(k) Plan held $72K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Shirley Horner signed AG2 Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

AG2 Inc.'s EIN is 45-4899642.

EIN 45-4899642

Plan number 001

Plan year 2024

ACK ID 20250721154409NAL0001862464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AG2 Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AG2 Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

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

Plan sponsor

Name

AG2 INC

EIN

all filings

Address

1841 E PANAMA LN · BAKERSFIELD, CA · 93307

Phone

(661) 202-2711

Industry

Manufacturing

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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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