David Wolfer signed Agilitech's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agilitech's EIN is 03-0433805.
Download the official 2024 Form 5500 (PDF) for Agilitech from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agilitech's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISORY | $25K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | 81-4637885 | — | AUDIT | $9K | — |
