How big is AGL CPA Group, LLC's plan?

AGL CPA Group, LLC's plan reported $2.3M in assets and 28 participants for 2024.

Original filing (PDF)20250614051759NAL0030606384001

AGL CPA Group, LLC

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

Form 5500-SF

FILING_RECEIVED

AGL CPA Group LLC 401(k) Plan

401(k) retirement plan · AGL CPA Group, LLC's AGL CPA Group LLC 401(k) Plan held $2.3M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Berlin Robbins signed AGL CPA Group, LLC's 2024 Form 5500 as plan administrator.

Berlin Robbins — 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

AGL CPA Group, LLC's EIN is 47-1077462.

EIN 47-1077462

Plan number 001

Plan year 2024

ACK ID 20250614051759NAL0030606384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGL CPA GROUP, 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