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Original filing (PDF)20250711232127NAL0007726081088
AGENCY WITHIN LLC
Form 5500
FILING_RECEIVED
WITHIN 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
126
Accounts w/ balance
245
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Fund Mutual Fund" is 46% of plan.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGENCY WITHIN LLC.
Plan sponsor
Name
AGENCY WITHIN LLC
EIN
47-3266050
Address
43-01 22ND ST · SUITE 602 · QUEENS, NY · 11101
Phone
(713) 817-1337
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-12
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HCVT CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
23 direct securities· $7.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Fund Mutual Fund | — | — | — | $3.4M | 45.8% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $1.3M | 17.6% | |
| Investments Vanguard Bond Index Fund Mutual Fund | — | — | — | $780K | 10.6% | |
| Vanguard Emerging Markets Stock Fund Mutual Fund | — | — | — | $650K | 8.9% | |
| Vanguard Index 500 Fund Mutual Fund | — | — | — | $446K | 6.1% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $299K | 4.1% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $255K | 3.5% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $50K | 0.7% | |
| Vanguard Reserve Federal Money Market Fund Money Market Mutual Fund | — | — | — | $31K | 0.4% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $28K | 0.4% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $23K | 0.3% | |
| Vanguard Total Institutional Stock Index Fund Mutual Fund | — | — | — | $20K | 0.3% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Information Technology Index Fund Mutual Fund | — | — | — | $17K | 0.2% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $8K | 0.1% | |
| Vanguard Energy Index Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Short-Term Inflation Protected Securities Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Mid Cap Growth Index Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Health Care Index Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Telecom Services Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Financials Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Materials Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard European Stock Index Fund Mutual Fund | — | — | — | $2K | <0.1% |
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