How big is AGG Adviser USA Inc.'s plan?

AGG Adviser USA Inc.'s plan reported $2.1M in assets and 15 participants for 2025.

Original filing (PDF)20260424220949NAL0006473921097

AGG Adviser USA Inc.

Name: AGG Adviser USA Inc. — AGG Adviser USA 401(k) Plan, Form 5500 (2025)
Creator: AGG Adviser USA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGG Adviser USA 401(k) Plan

401(k) retirement plan · AGG Adviser USA Inc.'s AGG Adviser USA 401(k) Plan held $2.1M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

AGG Adviser USA Inc.'s EIN is 86-2535550.

EIN 86-2535550

Plan number 001

Plan year 2025

ACK ID 20260424220949NAL0006473921097

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AGG Adviser USA Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AGG Adviser USA Inc.'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 AGG ADVISER USA 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