· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AGG ADVISER USA INC — AGG ADVISER USA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250417220741NAL0002790336058
AGG ADVISER USA INC
Form 5500-SF
FILING_RECEIVED
AGG ADVISER USA 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
11
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AGG ADVISER USA INC
.
Find decision makers
Plan sponsor
Name
AGG ADVISER USA INC
EIN
86-2535550
Address
103 FOULK RD · WILMINGTON, DE · 19803
Phone
(914) 351-6516
Industry
Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-17
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
Related plans
Similar-size Professional & Technical Services plans
STRATEGIC MARKETING INNOVATIONS, INC.
STRATEGIC MARKETING INNOVATIONS, INC. CASH BALANCE PLAN
$1.6M · 22 participants
GLOBAL RESEARCH INNOVATION TEAM LLC
GRIT WORLDWIDE, LLC 401(K) PLAN
$1.6M · 6 participants
MOONEY MARKETING GROUP, LLC
MOONEY MARKETING GROUP, LLC 401(K) PLAN
$1.5M · 12 participants
WESTCOMM, INC.
WESTCOMM, INC. 401(K) RETIREMENT PLAN
$1.6M · 11 participants
IROLLIE MARKETING
IROLLIE MARKETING CASH BALANCE PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 12 participants
TRAFFIC MARKETING LLC
TRAFFIC MARKETING LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 17 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants
