How big is AG Fintax LLC's plan?

AG Fintax LLC's plan reported $407K in assets and 6 participants for 2025.

Original filing (PDF)20260428221434NAL0010287857038

AG Fintax LLC

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

Form 5500-SF

FILING_RECEIVED

AG Fintax 401(k) Plan

401(k) retirement plan · AG Fintax LLC's AG Fintax 401(k) Plan held $407K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

People on this filing

Elantha Barry signed AG Fintax LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

AG Fintax LLC's EIN is 83-3710021.

EIN 83-3710021

Plan number 001

Plan year 2025

ACK ID 20260428221434NAL0010287857038

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score