Retirement plan

AGENDIA, INC. 401(K) PROFIT SHARING PLAN

Name: AGENDIA, INC. - AGENDIA, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: AGENDIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGENDIA, INC. 401(K) PROFIT SHARING PLAN, AGENDIA, INC.

AGENDIA, INC.EIN 26-2136244Plan #001PY 2023

22 MORGAN - IRVINE, CA 926182202949-540-6300agendia.comLinkedIn51-200 employeesbiotechnology

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$15M

+6.6% from 2022

Total participants

256

-1.9% from 2022

Average account balance

$71,811

+8.6% from 2022

Annual return

14.33%

+29.14 pp from 2022

Benchmarks

See 5,719 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,719 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$18.26M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

213

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.

69.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE6 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$64,478
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 606730000	Consulting	$31,220
PARK AVENUE SECURITIES LLC5 years Service code 33	Securities brokerage	$27,872
LEAFHOUSE FINANCIAL ADVISORS, LLC6 years Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730	Investment Management	$6,988

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$24K

$153 / participant

Contract admin$24K100.0%

% of EOY assets

0.159%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SINGERLEWAK LLP
Auditor EIN: 952302617
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,811

$61,272+17.2%

$149,673-52.0%

$71,457+0.5%

Participation rate

69.9%

62.5%+7.4pp

78.8%-8.9pp

67.9%+2.0pp

Annual return

14.33%

35.85%-21.5pp

134.42%-120.1pp

28.85%-14.5pp

Employer contribution / active EE

$3,013

$2,378+26.7%

$4,818-37.5%

$2,588+16.4%

Participant deferral / active EE

$10,259

$2,917+251.7%

$5,680+80.6%

$4,289+139.2%

Admin fee / account holder

$114

$1,261-90.9%

$13,210-99.1%

$1,587-92.8%

Provider

Service type

Compensation

NATIONWIDE6 years

Service code 15 · EIN 31-1592130

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$64,478

ASCENSUS LLC4 years

Filed as: FUTUREPLAN BY ASCENSUS

Service code 16 · EIN 82-3719843

PO BOX 734602 · CHICAGO, IL 606730000

Consulting

$31,220

PARK AVENUE SECURITIES LLC5 years

Service code 33

Securities brokerage

$27,872

LEAFHOUSE FINANCIAL ADVISORS, LLC6 years

Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC

Service code 28 · EIN 26-4311657

6504 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730

Investment Management

$6,988

AGENDIA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGENDIA, INC. 401(K) PROFIT SHARING 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