How big is AGT Equipment, Inc.'s plan?

AGT Equipment, Inc.'s plan reported $290K in assets and 10 participants for 2024.

Original filing (PDF)20250429172307NAL0001226096001

AGT Equipment, Inc.

Name: AGT Equipment, Inc. — AGT Equipment, Inc. 401(k), Form 5500 (2024)
Creator: AGT Equipment, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGT Equipment, Inc. 401(k) Plan

401(k) retirement plan · AGT Equipment, Inc.'s AGT Equipment, Inc. 401(k) Plan held $290K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

Plan identifiers

AGT Equipment, Inc.'s EIN is 84-1598629.

EIN 84-1598629

Plan number 001

Plan year 2024

ACK ID 20250429172307NAL0001226096001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AGT Equipment, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (85th percentile).

Plan sponsor

Name

AGT EQUIPMENT, INC.

EIN

all filings

Address

4690 NORTH TOWNSEND · MONTROSE, CO · 81401

Phone

(970) 240-1720

Industry

Retail Trade

Plan administrator