Department of Labor filing

AG1 USA INC.

ATHLETIC GREENS USA 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Nov 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

87filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,437

Reported employer contributions per active participant.

Higher than about 97% of comparable plans

#People in the filing

207

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$115 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 62% of comparable plans

↗Investment performance

Not available

Plan assets changed 62.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202487out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions97th percentileTypical peer $1,560 · based on 111 comparable plans

Lower reported administrative expense62nd percentileTypical peer $149 · based on 113 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, AG1 USA INC. reported $1,125,385 in employer contributions across the plan and 207 active participants. That works out to $5,437 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy64%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 20.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 14.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context87/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,125,385
Participant contributions: $2,492,319
Other contributions: $1,034,408
Employer share of reported contributions: 31.1%
Beginning assets: $7,906,389
Ending assets: $12,826,634
Ending net assets: $12,794,399
Ending liabilities: $32,235
Total income: $6,011,182
Total expenses: $1,123,172
Administrative expenses: $30,918
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2023

$4,507

2024

$5,437

Plan-paid administrative expenses per participant

2023

$135

2024

$115

Active participants

2023

212

2024

207

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,437	207	12.8M	20251103123504NAL0007769969001
2023	$4,507	212	7.9M	20241015182815NAL0015252275001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 461014117-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2019
Industry: Retail trade
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D2S3B

Current plan terms

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Filing ACK_ID20251103123504NAL0007769969001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗