Plan5500

Agero, Inc. Retirement Plan — Form 5500 plan (Agero, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Agero, Inc. Retirement Plan is a benefit plan reported by Agero, Inc. under EIN 04-2534134 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,018 participants and $160,732,064 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agero, Inc.
EIN
04-2534134
Plan number
001
Plan type
2
Location
Medford, MA
Latest filing year
2023
Participants
3,018
End-of-year plan assets
$160,732,064

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,018H, C20241011100557NAL0010796627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$160,732,064
Total liabilities (EOY)
$0
Net assets (EOY)
$160,732,064
Net assets (BOY)
$123,783,701

Income & contributions

Employer contributions
$4,342,891
Participant contributions
$10,353,107
Total contributions
$15,930,986
Total income / additions
$49,082,260

Expenses & distributions

Benefits paid
$11,916,452
Administrative expenses
$221,822
Total expenses
$12,133,897
Net increase / (decrease)
$36,948,363

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$221,822not reported in the loaded dataset2023

Related Form 5500 pages