Courtney Graham signed Scaled Agile, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Scaled Agile, Inc.'s EIN is 45-3582560.
Download the official 2024 Form 5500 (PDF) for Scaled Agile, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Scaled Agile, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.6M | 17.5% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $2.3M | 15.2% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $1.6M | 10.5% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $1.1M | 7.6% | |
| PGIM Total Return Bond | Other securities | — | — | $811K | 5.4% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $806K | 5.4% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $760K | 5.1% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $733K | 4.9% | |
| MFS Research International | Mutual Funds | — | — | $650K | 4.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $625K | 4.2% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $541K | 3.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $456K | 3.0% | |
| T. Rowe Price Spectrum Mod Growth Allocation | Other securities | — | — | $318K | 2.1% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $281K | 1.9% | |
| JPMorgan Small Cap Growth | Other securities | — | — | $215K | 1.4% | |
| Empower** Fully benefit-responsive investment contract - Fixed account | Other securities | — | — | $200K | 1.3% | |
| JPMorgan Equity Income | Other securities | — | — | $159K | 1.1% | |
| Goldman Sachs Partners International | Other securities | — | — | $144K | 1.0% | |
| PIMCO Real Return Institutional | Mutual Funds | — | — | $125K | 0.8% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $100K | 0.7% | |
| through July 2028 - | Other securities | — | — | $97K | 0.6% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $82K | 0.5% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $81K | 0.5% | |
| PGIM High-Yield | Other securities | — | — | $77K | 0.5% | |
| Royce International Premier Institutional | Other securities | — | — | $58K | 0.4% | |
| Allspring Special Small Cap Value | Other securities | — | — | $25K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $33K |
| — |
