How big is AG Perio, LLC's plan?

AG Perio, LLC's plan reported $831K in assets and 17 participants for 2024.

Original filing (PDF)20251003081046NAL0002883090001

AG Perio, LLC

Name: AG Perio, LLC — AG Perio, LLC Retirement Savings, Form 5500 (2024)
Creator: AG Perio, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AG Perio, LLC Retirement Savings Plan

401(k) retirement plan · AG Perio, LLC's AG Perio, LLC Retirement Savings Plan held $831K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

People on this filing

Jeffrey Garcia signed AG Perio, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Garcia — 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

AG Perio, LLC's EIN is 87-0905309.

EIN 87-0905309

Plan number 001

Plan year 2024

ACK ID 20251003081046NAL0002883090001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AG Perio, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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