How big is Agency Performance Partners, LLC's plan?

Agency Performance Partners, LLC's plan reported $327K in assets and 4 participants for 2024.

Original filing (PDF)20251015112229NAL0009310818001

Agency Performance Partners, LLC

Name: Agency Performance Partners, LLC — Agency Performanc, Form 5500 (2024)
Creator: Agency Performance Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agency Performance Partners 401(k) Plan

401(k) retirement plan · Agency Performance Partners, LLC's Agency Performance Partners 401(k) Plan held $327K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

People on this filing

Terri Yunghans for TRPC signed Agency Performance Partners, LLC's 2024 Form 5500 as plan administrator.

Terri Yunghans for TRPC — 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

Agency Performance Partners, LLC's EIN is 47-1033503.

EIN 47-1033503

Plan number 001

Plan year 2024

ACK ID 20251015112229NAL0009310818001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Agency Performance Partners, 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 AGENCY PERFORMANCE PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

AGENCY PERFORMANCE PARTNERS, LLC

EIN

all filings

Address

5775 POST ROAD · #562 · EAST GREENWICH, RI · 02818

Phone

(401) 415-6205

Industry

Professional & Technical Services

Plan administrator