How big is The Agency's plan?

The Agency's plan reported $3.3M in assets and 14 participants for 2024.

Original filing (PDF)20250903101755NAL0015087553001

The Agency

Name: The Agency — The Agency 401(k) Plan and Trust, Form 5500 (2024)
Creator: The Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Agency 401(k) Plan and Trust

401(k) retirement plan · The Agency's The Agency 401(k) Plan and Trust held $3.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

The Agency's EIN is 11-3657637.

EIN 11-3657637

Plan number 001

Plan year 2024

ACK ID 20250903101755NAL0015087553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Agency's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE AGENCY.

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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.

Plan sponsor

Name

THE AGENCY

EIN

all filings

Address

6101 EXECUTIVE BLVD SUITE 240 · NORTH BETHESDA, MD · 20852

Phone

(202) 888-1127

Industry

Real Estate

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

2025-09-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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