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Original filing (PDF)20250707121940NAL0001976435001
AGILITECH
Form 5500
FILING_RECEIVED
AGILITECH 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
106
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILITECH.
Plan sponsor
Name
AGILITECH
EIN
03-0433805
Address
P.O. BOX 20610 · BAKERSFIELD, CA · 93390
Phone
(661) 381-7801
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISORY | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | 81-4637885 | — | AUDIT | $9K | — |
Investments
22 direct securities· $12.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K Registered Investment Company | — | — | — | $2.1M | 16.8% | |
| Registered Investment Companies AB Large Cap Growth A Registered Investment Company | — | — | — | $2.0M | 16.6% | |
| Invesco Comtock A Registered Investment Company | — | — | — | $1.8M | 14.4% | |
| Loomis Sayles Core Plus Bond N Registered Investment Company | — | — | — | $1.6M | 12.8% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | — | — | — | $1.1M | 9.2% | |
| PIMCO Real Return Instl Registered Investment Company | — | — | — | $754K | 6.1% | |
| BlackRock High Yield Bond Inv A Registered Investment Company | — | — | — | $290K | 2.3% | |
| Janus Henderson Global Equity Income A Registered Investment Company | — | — | — | $274K | 2.2% | |
| Blackrock iShares MSCI EAFE Intl Idx K | — | — | — | $261K | 2.1% | |
| PIMCO Gl Bd Opps (USD-Hdg) Instl | — | — | — | $231K | 1.9% | |
| Undiscovered Mgrs Behavioral Value R6 Registered Investment Company | — | — | — | $223K | 1.8% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $217K | 1.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $202K | 1.6% | |
| Janus Henderson Enterprise N Registered Investment Company | — | — | — | $188K | 1.5% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $183K | 1.5% | |
| MFS Mid Cap Value A Registered Investment Company | — | — | — | $172K | 1.4% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | — | — | — | $164K | 1.3% | |
| Vanguard Explorer Adm Registered Investment Company | — | — | — | $159K | 1.3% | |
| iShares Russell 2000 Small Cap Index K Registered Investment Company | — | — | — | $145K | 1.2% | |
| Principal Real Estate Securities A Registered Investment Company | — | — | — | $97K | 0.8% | |
| American Funds American Balanced R6 Registered Investment Company | — | — | — | $93K | 0.8% | |
| iShares Russell Mid Cap Index K Registered Investment Company | — | — | — | $81K | 0.7% |
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