Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $1.4M assets / 9 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
Profit-sharing
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AGI SEARCH CONSULTANTS DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.1M | 3 | 2025 |
| #002 | AGI SEARCH CONSULTANTS PROFIT SHARING PLAN | Profit-sharing | $285K | 5 | 2025 |
| #003 | AGI SEARCH CONSULTANTS - 401(K) | 401(k) | $17K | 1 | 2024 |