AGG ADVISER USA INC
Plan context: AGG ADVISER USA 401(K) PLAN
EIN 86-2535550 • Wilmington, DE • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$2,052,135
2025 Contributions
$407,220
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $2,052,135 | $407,220 | $29,087iApproximate average salary by contribution assumption: employee only about $727,179 at 4% or $484,786 at 6%; with 50% employer match about $484,786 at 4% or $323,190 at 6%; with 100% employer match about $363,589 at 4% or $242,393 at 6%. |
| AGG ADVISER USA 401(K) PLAN | - | 14 | $2,052,135 | $407,220 | $29,087iApproximate average salary by contribution assumption: employee only about $727,179 at 4% or $484,786 at 6%; with 50% employer match about $484,786 at 4% or $323,190 at 6%; with 100% employer match about $363,589 at 4% or $242,393 at 6%. |
| 2024 | 1 | 11 | $1,552,685 | $952,547 | $86,595iApproximate average salary by contribution assumption: employee only about $2,164,880 at 4% or $1,443,253 at 6%; with 50% employer match about $1,443,253 at 4% or $962,169 at 6%; with 100% employer match about $1,082,440 at 4% or $721,627 at 6%. |
| AGG ADVISER USA 401(K) PLAN | - | 11 | $1,552,685 | $952,547 | $86,595iApproximate average salary by contribution assumption: employee only about $2,164,880 at 4% or $1,443,253 at 6%; with 50% employer match about $1,443,253 at 4% or $962,169 at 6%; with 100% employer match about $1,082,440 at 4% or $721,627 at 6%. |
| 2023 | 1 | 7 | $458,713 | $246,828 | $35,261iApproximate average salary by contribution assumption: employee only about $881,529 at 4% or $587,686 at 6%; with 50% employer match about $587,686 at 4% or $391,790 at 6%; with 100% employer match about $440,764 at 4% or $293,843 at 6%. |
| AGG ADVISER USA 401(K) PLAN | - | 7 | $458,713 | $246,828 | $35,261iApproximate average salary by contribution assumption: employee only about $881,529 at 4% or $587,686 at 6%; with 50% employer match about $587,686 at 4% or $391,790 at 6%; with 100% employer match about $440,764 at 4% or $293,843 at 6%. |
| 2022 | 1 | 6 | $158,137 | $168,967 | $28,161iApproximate average salary by contribution assumption: employee only about $704,029 at 4% or $469,353 at 6%; with 50% employer match about $469,353 at 4% or $312,902 at 6%; with 100% employer match about $352,015 at 4% or $234,676 at 6%. |
| AGG ADVISER USA 401(K) PLAN | - | 6 | $158,137 | $168,967 | $28,161iApproximate average salary by contribution assumption: employee only about $704,029 at 4% or $469,353 at 6%; with 50% employer match about $469,353 at 4% or $312,902 at 6%; with 100% employer match about $352,015 at 4% or $234,676 at 6%. |