Original filing (PDF)20251015143309NAL0006438864001

AGILE DEFENSE LLC

Name: AGILE DEFENSE LLC — AGILE DEFENSE LLC 401(K) PLAN, Form 5500 (2024)
Creator: AGILE DEFENSE LLC

Form 5500

FILING_RECEIVED

AGILE DEFENSE LLC 401(K) PLAN

401(k) retirement plan

Active participants

2,475

Accounts w/ balance

1,398

Plan assets (EOY)

$75.7M

Net assets (EOY)

$75.7M

How this plan invests

This plan

53 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Participation health

Knocking points off

56% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILE DEFENSE LLC.

Plan sponsor

Name

AGILE DEFENSE LLC

EIN

52-2126678

Address

1430 SPRING HILL ROAD · SUITE 200 · MCLEAN, VA · 22102

Phone

(571) 748-4460

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

2025-10-15

Pension benefit codes

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

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	47-4872674	NEW YORK, NY	RECORDKEEPER	$138K	—

Investments

53 direct securities· $75.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Market ETF	—	—	—	$18.1M	23.9%
Vanguard FTSE Developed Markets	—	—	—	$15.5M	20.5%
SSGA SPDR Portfolio S&P 500 ETF	—	—	—	$11.1M	14.6%
BlackRock iShares Core Total US Bond Market ETF	—	—	—	$8.3M	10.9%
Vanguard FTSE Emerging Markets	—	—	—	$5.6M	7.3%
SSGA SPDR Portfolio S&P 400 Mid Cap	—	—	—	$3.6M	4.8%
SSGA SPDR Portfolio S&P 600 Small Cap ETF	—	—	—	$2.8M	3.7%
Vanguard Total International Bond ETF	—	—	—	$1.9M	2.5%
BlackRock iShares Emerging Markets USD Bond ETF	—	—	—	$1.6M	2.2%
Participants 4.25% to 9.5%; maturing through 2030	—	—	—	$1.0M	1.3%
BlackRock iShares 0-5 Year TIPS Bond ETF	—	—	—	$779K	1.0%
Goldman Sachs Goldman Sachs TreasuryAccess 01 Year ETF	—	—	—	$713K	0.9%
Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity	—	—	—	$588K	0.8%
JP Morgan JPMorgan Ultra-Short Income	—	—	—	$574K	0.8%
Vanguard U.S. Large-cap Growth Equity ETF	—	—	—	$493K	0.7%
Vanguard Value ETF	—	—	—	$480K	0.6%
SSGA SPDR S&P Kensho New Economies Composite ETF	—	—	—	$460K	0.6%
Vanguard Dividend Appreciation ETF	—	—	—	$342K	0.5%
Vanguard Short-Term Inflation-Protected Securities ETF	—	—	—	$211K	0.3%
Vanguard Mid-Cap Value ETF	—	—	—	$172K	0.2%
Vanguard Small-Cap Value ETF	—	—	—	$161K	0.2%
Vanguard US Total Bond Market ETF	—	—	—	$157K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta International Equity	—	—	—	$136K	0.2%
Xtrackers USD High Yield Corporate Bond	—	—	—	$136K	0.2%
Invesco QQQ Trust	—	—	—	$120K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF	—	—	—	$79K	0.1%
Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF	—	—	—	$73K	<0.1%
BlackRock iShares ESG Aware MSCI USA ETF	—	—	—	$66K	<0.1%
Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF	—	—	—	$66K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity	—	—	—	$52K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF	—	—	—	$35K	<0.1%
BlackRock iShares ESG Aware MSCI EAFE ETF	—	—	—	$34K	<0.1%
Schwab U.S. REIT ETF	—	—	—	$33K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF	—	—	—	$32K	<0.1%
Vanguard LongTerm Government Bond	—	—	—	$30K	<0.1%
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF	—	—	—	$20K	<0.1%
Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF	—	—	—	$17K	<0.1%
BlackRock iShares ESG Aware MSCI EM ETF	—	—	—	$14K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF	—	—	—	$14K	<0.1%
Goldman Sachs Goldman Sachs Access Inflation Protected USD Bond ETF	—	—	—	$14K	<0.1%
BlackRock iShares ESG Aware U.S. Aggregate Bond ETF	—	—	—	$13K	<0.1%
Goldman Sachs Goldman Sachs Access High Yield Corporate Bond ETF	—	—	—	$9K	<0.1%
Engine No. 1 TCW Transform 500 ETF	—	—	—	$8K	<0.1%
BlackRock iShares ESG Aware MSCI USA Small-Cap ETF	—	—	—	$6K	<0.1%
BlackRock iShares MBS	—	—	—	$5K	<0.1%
BlackRock iShares Core MSCI EAFE ETF	—	—	—	$4K	<0.1%
BlackRock iShares iBoxx $ Investment Grade Corporate Bond ETF	—	—	—	$2K	<0.1%
Schwab U.S. Broad Market ETF	—	—	—	$2K	<0.1%
BlackRock iShares Core S&P Total U.S. Stock Market ETF	—	—	—	$2K	<0.1%
BlackRock iShares ESG Aware USD Corporate Bond ETF	—	—	—	$2K	<0.1%
BlackRock iShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF	—	—	—	$1K	<0.1%
BlackRock iShares National AMT-Free Muni Bond ETF	—	—	—	$1K	<0.1%
BlackRock iShares Core MSCI Emerging Markets ETF	—	—	—	$1K	<0.1%