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Original filing (PDF)20250618142147NAL0006417442001
AGILE PURSUITS, INC.
Form 5500
FILING_RECEIVED
AGILE PURSUITS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
44
Accounts w/ balance
161
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Adm Vanguard 0" is 47% of plan.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILE PURSUITS, INC..
Plan sponsor
Name
AGILE PURSUITS, INC.
EIN
38-3760479
Address
2 PROCTER AND GAMBLE PLAZA · #TE-16, #313 · CINCINNATI, OH · 45202
Phone
(513) 507-5926
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-06-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BARNES DENNIG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
12 direct securities· $6.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.9M | 47.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $1.1M | 17.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $657K | 10.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $488K | 7.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $339K | 5.5% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $302K | 4.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $259K | 4.2% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $72K | 1.2% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $34K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $23K | 0.4% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $6K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $4K | <0.1% |
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