Agy Retirement Savings Plan — Form 5500 plan (Agy Holding Corp.)
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, Agy Retirement Savings Plan is a benefit plan reported by Agy Holding Corp. under EIN 20-0420637 and plan number 001. The latest loaded filing year is 2023. The filing reports 854 participants and $34,594,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agy Holding Corp.
- EIN
- 20-0420637
- Plan number
- 001
- Plan type
- 2
- Location
- Aiken, SC
- Latest filing year
- 2023
- Participants
- 854
- End-of-year plan assets
- $34,594,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 854 | H, C | 20241126100046NAL0002370707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,594,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,594,157
- Net assets (BOY)
- $35,988,797
Income & contributions
- Employer contributions
- $681,779
- Participant contributions
- $2,001,182
- Total contributions
- $2,682,961
- Total income / additions
- $8,003,870
Expenses & distributions
- Benefits paid
- $9,313,162
- Administrative expenses
- $67,454
- Total expenses
- $9,398,510
- Net increase / (decrease)
- -$1,394,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,816 | $0 | 2023 |
| Onedigital | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,638 | not reported in the loaded dataset | 2023 |