How big is Aggregate Group, LLC's plan?

Aggregate Group, LLC's plan reported $379K in assets and 31 participants for 2024.

Original filing (PDF)20250829155111NAL0019577072001

Aggregate Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Aggregate Group, LLC 401(k) Retirement Plan

401(k) retirement plan · Aggregate Group, LLC's Aggregate Group, LLC 401(k) Retirement Plan held $379K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

People on this filing

TARA Evans, for TAG Resources signed Aggregate Group, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Aggregate Group, LLC's EIN is 81-3417038.

EIN 81-3417038

Plan number 001

Plan year 2024

ACK ID 20250829155111NAL0019577072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off