What public Form 5500 filings show about the Agile CFO Solutions 401(k) plan — and how to find and check your own account.
Agile CFO Solutions (EIN 82-1402849) reports AGILE CFO SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $461K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Agile CFO Solutions filing — schedules, fees, and providers.
Agile CFO Solutions’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Agile CFO SolutionsHR for the recordkeeper’s name and login.
