How big is Agile Oak's plan?

Agile Oak's plan reported $3.4M in assets and 5 participants for 2024.

Original filing (PDF)20251009153000NAL0007217201003

Agile Oak

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

Form 5500-SF

FILING_RECEIVED

Agile Oak 401(k) Plan

401(k) retirement plan · Agile Oak's Agile Oak 401(k) Plan held $3.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Michael Redding signed Agile Oak's 2024 Form 5500 as plan administrator.

Michael Redding — 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

Agile Oak's EIN is 26-3918778.

EIN 26-3918778

Plan number 001

Plan year 2024

ACK ID 20251009153000NAL0007217201003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Agile Oak'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 (93rd percentile).

Plan sponsor

Name

AGILE OAK

EIN

all filings

Address

63 WATERS EDGE · SPARTA, NJ · 07871

Phone

(973) 652-1804

Industry

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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