How big is Automated Giving Solutions, LLC's plan?

Automated Giving Solutions, LLC's plan reported $3.0M in assets and 35 participants for 2024.

Original filing (PDF)20250702080644NAL0007454515001

Automated Giving Solutions, LLC

Name: Automated Giving Solutions, LLC — Automated Giving, Form 5500 (2024)
Creator: Automated Giving Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Automated Giving Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Automated Giving Solutions, LLC's Automated Giving Solutions, LLC 401(k) Profit Sharing Plan held $3.0M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Megan Petri signed Automated Giving Solutions, LLC's 2024 Form 5500 as plan administrator.

Megan Petri — 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

Automated Giving Solutions, LLC's EIN is 90-0284345.

EIN 90-0284345

Plan number 001

Plan year 2024

ACK ID 20250702080644NAL0007454515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Automated Giving Solutions, 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 AUTOMATED GIVING SOLUTIONS, LLC.

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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