How big is AGC Wealth Advisors, Inc.'s plan?

AGC Wealth Advisors, Inc.'s plan reported $775K in assets and 2 participants for 2024.

Original filing (PDF)20251002160031NAL0000685185001

AGC Wealth Advisors, Inc.

Name: AGC Wealth Advisors, Inc. — AGC Wealth Advisors, Form 5500 (2024)
Creator: AGC Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGC Wealth Advisors, Inc. 401(k) Plan

401(k) retirement plan · AGC Wealth Advisors, Inc.'s AGC Wealth Advisors, Inc. 401(k) Plan held $775K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$775K

Net assets (EOY)

$775K

Plan identifiers

AGC Wealth Advisors, Inc.'s EIN is 83-4596826.

EIN 83-4596826

Plan number 001

Plan year 2024

ACK ID 20251002160031NAL0000685185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AGC Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AGC Wealth Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGC WEALTH ADVISORS, INC..

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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