Retirement plan

AGHS 401(K) PLAN

Name: AGHS - AMERICAN GLOBAL HEIR SEARCH CO. - AGHS 401(K) PLAN (2025) Form 5500
Creator: AGHS - AMERICAN GLOBAL HEIR SEARCH CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGHS 401(K) PLAN, AGHS - AMERICAN GLOBAL HEIR SEARCH CO.

AGHS - AMERICAN GLOBAL HEIR SEARCH CO.EIN 11-3810579Plan #001PY 2025

400 N. TAMPA STREET, SUITE 950 - TAMPA, FL 33602813-657-2447

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$209K

+52.7% from 2024

Total participants

-9.1% from 2024

Average account balance

$29,918

+30.9% from 2024

Annual return

19.21%

+5.05 pp from 2024

Benchmarks

See 5,493 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort5,493 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$209K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$22

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$155

$16 / participant

Other / not subdivided$155100.0%

% of EOY assets

0.074%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,918

$97,289-69.2%

$92,805-67.8%

$155,188-80.7%

Participation rate

70.0%

84.2%-14.2pp

83.5%-13.5pp

80.8%-10.8pp

Annual return

19.21%

29.03%-9.8pp

31.59%-12.4pp

148.84%-129.6pp

Employer contribution / active EE

$1,235

$3,632-66.0%

$3,424-63.9%

$4,248-70.9%

Participant deferral / active EE

$3,356

$8,795-61.8%

$8,448-60.3%

$6,531-48.6%

Admin fee / account holder

$22

$12,015-99.8%

$10,911-99.8%

$14,480-99.8%

AGHS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGHS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion