What public Form 5500 filings show about the Agile Upper Holdco, LLC 401(k) plan — and how to find and check your own account.
Agile Upper Holdco, LLC (EIN 88-2074735) reports AGILE OCCUPATIONAL MEDICINE 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Upper Holdco, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Agile Upper Holdco, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PREMIER PLAN CONSULTANTS, 3 38 INVESTMENT FIDUCIARIES, EMPOWER ADVISORY GROUP, LINCOLN FINANCIAL ADVISORS, COMMONWEALTH EQUITY SERVICES.
