How big is AGM Institute's plan?

AGM Institute's plan reported $23K in assets and 2 participants for 2024.

Original filing (PDF)20251009121945NAL0006970929001

AGM Institute

Name: AGM Institute — AGM Institute 401(k) Profit Sharing, Form 5500 (2024)
Creator: AGM Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGM Institute 401(k) Profit Sharing Plan

401(k) retirement plan · AGM Institute's AGM Institute 401(k) Profit Sharing Plan held $23K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

Plan identifiers

AGM Institute's EIN is 81-4784758.

EIN 81-4784758

Plan number 001

Plan year 2024

ACK ID 20251009121945NAL0006970929001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AGM Institute'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 AGM INSTITUTE.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

AGM INSTITUTE

EIN

all filings

Address

3251 BLEINHEIM BLVD SUITE 514 · FAIRFAX, VA · 22030

Phone

(301) 219-3719

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator