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Original filing (PDF)20250910091023NAL0034865280001
AGILITY ROBOTICS, INC.
Form 5500
FILING_RECEIVED
AGILITY ROBOTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
201
Accounts w/ balance
256
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILITY ROBOTICS, INC..
Plan sponsor
Name
AGILITY ROBOTICS, INC.
EIN
47-5587432
Address
4698 TRAUX DR SE · SALEM, OR · 97317
Phone
(541) 738-8888
Industry
Manufacturingsee 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
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BALANCE & STRATEGY ADVISORS, CPAS,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | — | NEWTON SQUARE, PA | INVESTMENT MANAGER | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT | 23-3038464 | — | CONTRACT ADMINISTRATOR | $6K | — |
Investments
46 direct securities· $14.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $2.5M | 17.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.4M | 9.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.4M | 9.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.3M | 9.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.3M | 8.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.1M | 7.4% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $634K | 4.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $593K | 4.1% | |
| Fidelity Blue Chip Growth K6 | — | — | — | $481K | 3.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $430K | 3.0% | |
| Nuveen Large Cap Growth Idx R6 | — | — | — | $332K | 2.3% | |
| JPMorgan US Research Enhanced Equity R6 | — | — | — | $262K | 1.8% | |
| Vanguard Value Index Adm | — | — | — | $214K | 1.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $202K | 1.4% | |
| Vanguard LifeStrategy Growth Inv | — | — | — | $200K | 1.4% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $200K | 1.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $153K | 1.1% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $146K | 1.0% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $136K | 0.9% | |
| Fidelity Low-Priced Stock | — | — | — | $127K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $109K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $109K | 0.8% | |
| Fidelity Small Cap Index | — | — | — | $108K | 0.7% | |
| Vanguard Equity-Income Adm | — | — | — | $92K | 0.6% | |
| Modern Bank Deposit Account | — | — | — | $91K | 0.6% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $87K | 0.6% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $79K | 0.5% | |
| Vanguard International Value Inv | — | — | — | $74K | 0.5% | |
| Federated Hermes Instl High Yield Bd IS | — | — | — | $74K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $70K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $69K | 0.5% | |
| PIMCO Commodity Real Ret Strat Instl | — | — | — | $58K | 0.4% | |
| Vanguard International Growth Adm | — | — | — | $58K | 0.4% | |
| Invesco Small Cap Value R6 | — | — | — | $47K | 0.3% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $32K | 0.2% | |
| DFA Global Real Estate Securities Port | — | — | — | $27K | 0.2% | |
| American Funds New World R6 | — | — | — | $27K | 0.2% | |
| American Funds New Perspective R6 | — | — | — | $22K | 0.2% | |
| Royce Small-Cap Opportunity Inst | — | — | — | $21K | 0.1% | |
| Vanguard Wellesley Income Admiral | — | — | — | $16K | 0.1% | |
| Neuberger Berman Mis Cap Growth FD R6 | — | — | — | $11K | <0.1% | |
| PIMCO International Bond (USD-Hdg) Instl | — | — | — | $10K | <0.1% | |
| Vanguard Short-Term Investment-Grade Adm | — | — | — | $9K | <0.1% | |
| Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $8K | <0.1% | |
| American Funds Bond Fund of Amer R6 | — | — | — | $7K | <0.1% | |
| Modern Bank Deposit Account | — | — | — | $314 | <0.1% |
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