How big is Agenda Inc.'s plan?

Agenda Inc.'s plan reported $190K in assets and 1 participants for 2024.

Original filing (PDF)20250403181318NAL0020728002001

Agenda Inc.

Name: Agenda Inc. — Agenda Inc. 401(k) Plan, Form 5500 (2024)
Creator: Agenda Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agenda Inc. 401(k) Plan

401(k) retirement plan · Agenda Inc.'s Agenda Inc. 401(k) Plan held $190K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

Lucian James signed Agenda Inc.'s 2024 Form 5500 as plan administrator.

Lucian James — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Agenda Inc.'s EIN is 04-3739221.

EIN 04-3739221

Plan number 001

Plan year 2024

ACK ID 20250403181318NAL0020728002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agenda Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agenda Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

AGENDA INC.

EIN

all filings

Address

2261 MARKET STREET STE 700 · SAN FRANCISCO, CA · 94114

Phone

(415) 297-5825

Industry

All Other Professional Services· Professional & Technical Services

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

2025-04-03

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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