· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AGREE MEDIA LLC — AGREE MEDIA 401(K), Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250502164744NAL0007404976001
AGREE MEDIA LLC
Form 5500-SF
FILING_RECEIVED
AGREE MEDIA 401(K)
401(k) retirement plan
Active participants
13
Accounts w/ balance
18
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AGREE MEDIA LLC
.
Find decision makers
Plan sponsor
Name
AGREE MEDIA LLC
EIN
46-1359344
Address
1084 N EI CAMINO REAL · SUITE B #511 · ENCINITAS, CA · 92024
Phone
(904) 557-8621
Industry
Professional & Technical Services
see all
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
2025-05-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
LEIBOWITZ COMMUNICATIONS, INC.
LEIBOWITZ COMMUNICATIONS, INC. RETIREMENT PLAN AND TRUST
$3.0M · 10 participants
PUBLICOM INCORPORATED
PUBLICOM, INC. EMPLOYEE DEFERRED COMPENSATION PLAN
$3.0M · 3 participants
FRASER WHITE, INC. DBA FRASER COMMUNICATIONS
FRASER WHITE, INC. DBA FRASER COMMUNICATIONS 401(K) PROFIT SHARING PLAN
$3.0M · 10 participants
SUTHERLANDGOLD GROUP, LLC
SUTHERLANDGOLD GROUP 401(K) PLAN
$3.0M · 9 participants
SOMMERS MARKETING AND PUBLIC RELATIONS LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SOMMERS MARKETING AND PUBLIC RELATIONS 401(K)
$3.0M · 4 participants
WANT, LLC
WANT, LLC PENSION PLAN
$3.0M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
