How big is AG Group LLC's plan?

AG Group LLC's plan reported $1.3M in assets and 76 participants for 2024.

Original filing (PDF)20250724143237NAL0002805299001

AG Group LLC

Name: AG Group LLC — AG Group Retirement Plan, Form 5500 (2024)
Creator: AG Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AG Group Retirement Plan

401(k) retirement plan · AG Group LLC's AG Group Retirement Plan held $1.3M in plan assets for 76 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

AG Group LLC's EIN is 66-0547276.

EIN 66-0547276

Plan number 001

Plan year 2024

ACK ID 20250724143237NAL0002805299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AG Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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.

Plan sponsor

Name

AG GROUP LLC

EIN

all filings

Address

PO BOX 195407 · SAN JUAN, PR · 009195407

Phone

(787) 707-0022

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Reed Associates, Inc.

Reed Associates, Inc. Employees' Profit Sharing Plan

$1.3M · 8 participants

Brambleton Community Associati

Brambleton Community Associati 401(k) Profit Sharing Plan & Trust

$1.3M · 19 participants

Dynamics Payments Corp.

Dynamics Payments Retirement Plan

$1.3M · 72 participants

National Kidney Foundation of Illinois

National Kidney Foundation of Illinois 401(k) Plan

$1.3M · 15 participants

Visions Unlimited of NJ Inc.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.