Original filing (PDF)20250811115136NAL0016293458001

AGORO CARBON ALLIANCE US, INC.

Name: AGORO CARBON ALLIANCE US, INC. — AGORO CARBON ALLIANCE US, INC. 401(K) PLAN, Form 5500 (2024)
Creator: AGORO CARBON ALLIANCE US, INC.

Form 5500-SF

FILING_RECEIVED

AGORO CARBON ALLIANCE US, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGORO CARBON ALLIANCE US, INC..

Plan sponsor

Name

AGORO CARBON ALLIANCE US, INC.

EIN

87-1205506

Address

100 NORTH TAMPA ST. · SUITE 3800 · TAMPA, FL · 33602

Phone

(813) 222-3844

Industry

Finance & Insurancesee all

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

2025-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CASCADE FEDERAL CREDIT UNION

CASCADE FEDERAL CREDIT UNION D/C PLAN

$6.0M · 29 participants

COVEY CAPITAL ADVISORS, LLC

COVEY CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$5.0M · 2 participants

CONSERVEST CAPITAL ADVISORS IN

CONSERVEST CAPITAL ADVISORS IN 401(K) PROFIT SHARING PLAN & TRUST

$4.7M · 8 participants

VOLCAFE USA LLC

VOLCAFE USA LLC 401(K) PROFIT SHARING PLAN & TRUST

$4.7M · 13 participants

PLUS 500 INC.

PLUS500US FINANCIAL SERVICES, LLC