How big is AGB Services' plan?

AGB Services' plan reported $70K in assets and 15 participants for 2024.

Original filing (PDF)20250718202829NAL0001069795001

AGB Services

Name: AGB Services — AGB Services 401(k) Plan, Form 5500 (2024)
Creator: AGB Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGB Services 401(k) Plan

401(k) retirement plan · AGB Services' AGB Services 401(k) Plan held $70K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

People on this filing

Nick Rice signed AGB Services' 2024 Form 5500 as plan administrator.

Nick Rice — 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

AGB Services' EIN is 85-0558901.

EIN 85-0558901

Plan number 001

Plan year 2024

ACK ID 20250718202829NAL0001069795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AGB Services' 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 AGB SERVICES.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AGB SERVICES

EIN

all filings

Address

550 KIELY BLVD · APT 41 · SAN JOSE, CA · 95117

Phone

(408) 876-3603

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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