How big is AGEE CPA LLC's plan?

AGEE CPA LLC's plan reported $896K in assets and 6 participants for 2025.

Original filing (PDF)20260429082510NAL0023511234001

AGEE CPA LLC

Name: AGEE CPA LLC — AGEE & Company 401(k) Plan, Form 5500 (2025)
Creator: AGEE CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGEE & Company 401(k) Plan

401(k) retirement plan · AGEE CPA LLC's AGEE & Company 401(k) Plan held $896K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$896K

Net assets (EOY)

$896K

People on this filing

Molly SOHM signed AGEE CPA LLC's 2025 Form 5500 as plan administrator.

Molly SOHM — 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

AGEE CPA LLC's EIN is 47-4565633.

EIN 47-4565633

Plan number 001

Plan year 2025

ACK ID 20260429082510NAL0023511234001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AGEE CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AGEE CPA LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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.
High average account balance (92nd percentile).

Plan sponsor

Name

AGEE CPA LLC

EIN

all filings

Address

4121 GORDON DRIVE · SIOUX CITY, IA · 51106

Phone

(712) 274-6617

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

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

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