How big is AG3 Group, LLC's plan?

AG3 Group, LLC's plan reported $632K in assets and 27 participants for 2024.

Original filing (PDF)20251014145035NAL0003070353001

AG3 Group, LLC

Name: AG3 Group, LLC — AG3 Group Retirement Plan, Form 5500 (2024)
Creator: AG3 Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AG3 Group Retirement Plan

401(k) retirement plan · AG3 Group, LLC's AG3 Group Retirement Plan held $632K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

Plan identifiers

AG3 Group, LLC's EIN is 84-3593989.

EIN 84-3593989

Plan number 001

Plan year 2024

ACK ID 20251014145035NAL0003070353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AG3 Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AG3 Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AG3 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

Helping the score