Ag US Group Services 401(k) match, vesting and fees
What Ag US Group Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Price Waterhouse Coopers (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Ag US Group Services: employer contribution per participant | $20,238 | |
| Peer median | $2,935 |
| Ag US Group Services: average balance | $792,522 | |
| Peer median | $92,770 |
| Ag US Group Services: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $372M at the end of plan year 2021 to $410M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 519 | $410M | $10.5M | $20,238 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 532 | $356M | $11.9M | $22,810 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 549 | $305M | $11.5M | $21,166 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 540 | $372M | $10.9M | $20,333 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Ag US Group Services match 401(k) contributions?
The match terms for the Ag US Group Services Inc. Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $10.5M in employer contributions, about $20,238 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ag US Group Services 401(k) match vested?
The vesting schedule for the Ag US Group Services Inc. Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ag US Group Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Ag US Group Services Inc..
I left Ag US Group Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ag US Group Services Inc., (212) 974-0100) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Ag US Group Services old 401(k) page lists the contacts from every plan filing. Find an old Ag US Group Services 401(k)
Data from the public Form 5500 annual reports Ag US Group Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ag US Group Services. Not financial advice. Report a correction · Methodology