How big is Agilethought, LLC's plan?

Agilethought, LLC's plan reported $22.1M in assets and 109 participants for 2023.

Original filing (PDF)20241009153808NAL0019555201001

Agilethought, LLC

Name: Agilethought, LLC — Agilethought, Inc. 401(k) Plan, Form 5500 (2023)
Creator: Agilethought, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Agilethought, Inc. 401(k) Plan

401(k) retirement plan · Agilethought, LLC's Agilethought, Inc. 401(k) Plan held $22.1M in plan assets for 109 participants in 2023, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

109

Accounts w/ balance

296

Plan assets (EOY)

$22.1M

Net assets (EOY)

$22.1M

Plan identifiers

Agilethought, LLC's EIN is 20-1167076.

EIN 20-1167076

Plan number 002

Plan year 2023

ACK ID 20241009153808NAL0019555201001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Agilethought, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Total administrative cost in the bottom quartile of peers (13th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

AGILETHOUGHT, LLC

EIN

all filings

Address

222 W LAS COLINAS BLVD STE 1650E · IRVING, TX · 75039

Phone

(813) 514-9180

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$77K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$988	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

35 direct securities· $22.0M(100% of reported assets)

Other securities

$14.6M

20 holdings

Common Collective Trusts

$3.8M

2 holdings

Mutual Funds

$2.9M

10 holdings

Common Stocks

$595K

2 holdings

Bonds / Notes

$142K

1 holding

					% of plan
ISHARES S&P 500 INDEX K	Common Collective Trusts	—	—	$3.3M	15.0%
AMERICAN CENTURY ULTRA R6	Other securities	—	—	$1.9M	8.7%
BLACKROCK LIFEPATH INDEX 2035 K	Other securities	—	—	$1.4M	6.5%
BLACKROCK LIFEPATH INDEX 2040 K	Other securities	—	—	$1.4M	6.2%
BLACKROCK LIFEPATH INDEX 2055 K	Other securities	—	—	$1.3M	5.9%
BLACKROCK LIFEPATH INDEX 2050 K	Other securities	—	—	$1.3M	5.7%
BLACKROCK LIFEPATH INDEX 2045 K	Other securities	—	—	$1.1M	4.9%
BLACKROCK LIFEPATH INDEX 2030 K	Other securities	—	—	$990K	4.5%
GENERAL ACCOUNT	Other securities	—	—	$889K	4.0%
HARTFORD EQUITY INCOME R6	Other securities	—	—	$735K	3.3%
ISHARES RUSSELL MID-CAP INDEX K	Other securities	—	—	$692K	3.1%
BLACKROCK MID-CAP GROWTH EQUITY K	Other securities	—	—	$689K	3.1%
MFS INTERNATIONAL GROWTH R6	Mutual Funds	—	—	$633K	2.9%
ISHARES U.S. AGGREGATE BOND INDEX K	Other securities	—	—	$567K	2.6%
MASSMUTUAL OVERSEAS I	Other securities	—	—	$563K	2.6%
PIMCO REAL RETURN INSTL	Mutual Funds	—	—	$553K	2.5%
ISHARES RUSSELL 2000 SMALL-CAP INDEX K	Common Collective Trusts	—	—	$464K	2.1%
PIMCO INCOME INSTL	Mutual Funds	—	—	$434K	2.0%
AMERICAN FUNDS AMERICAN BALANCED R6	Mutual Funds	—	—	$421K	1.9%
PGIM JENNISON SMALL COMPANY R6	Common Stocks	—	—	$390K	1.8%
BLACKROCK LIFEPATH INDEX 2060 K	Other securities	—	—	$352K	1.6%
AMERICAN FUNDS GR AND INC PORT R-6	Mutual Funds	—	—	$265K	1.2%
BLACKROCK LIFEPATH INDEX 2025 K	Other securities	—	—	$218K	1.0%
VICTORY SYCAMORE SMALL COMPANY OPP R6	Common Stocks	—	—	$204K	0.9%
AMERICAN FUNDS NEW WORLD R6	Mutual Funds	—	—	$201K	0.9%
DFA REAL ESTATE SECURITIES I	Mutual Funds	—	—	$179K	0.8%
VICTORY SYCAMORE ESTABLISHED VALUE R6	Other securities	—	—	$176K	0.8%
Notes receivable from participants (4.25%-9.50%)	Bonds / Notes	—	—	$142K	0.6%
ISHARES MSCI TOTAL INTERNATIONAL INDEX K	Other securities	—	—	$141K	0.6%
AMERICAN FUNDS CAPITAL INC BLDR R6	Mutual Funds	—	—	$95K	0.4%
PGIM TOTAL RETURN BOND R6	Other securities	—	—	$95K	0.4%
AMERICAN FUNDS SMALLCAP WORLD R6	Mutual Funds	—	—	$87K	0.4%
AMERICAN FUNDS NEW PERSPECTIVE R6	Mutual Funds	—	—	$82K	0.4%
AMER FUNDS CONSERV G/I PORTFOLIO R6	Other securities	—	—	$58K	0.3%
BLACKROCK LIFEPATH INDEX RETIREMENT K	Other securities	—	—	$22K	0.1%