How big is Agile Defense LLC's plan?

Agile Defense LLC's plan reported $75.7M in assets and 2,475 participants for 2024.

Original filing (PDF)20251015143309NAL0006438864001

Agile Defense LLC

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

Form 5500

FILING_RECEIVED

Agile Defense LLC 401(k) Plan

401(k) retirement plan · Agile Defense LLC's Agile Defense LLC 401(k) Plan held $75.7M in plan assets for 2,475 participants in 2024, with Betterment as recordkeeper.

Active participants

2,475

Accounts w/ balance

1,398

Plan assets (EOY)

$75.7M

Net assets (EOY)

$75.7M

People on this filing

Danielle Cole signed Agile Defense LLC's 2024 Form 5500 as plan administrator.

Danielle Cole — 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 Defense LLC's EIN is 52-2126678.

EIN 52-2126678

Plan number 001

Plan year 2024

ACK ID 20251015143309NAL0006438864001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Agile Defense LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGILE DEFENSE LLC.

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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

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

AGILE DEFENSE LLC

EIN

all filings

Address

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

Phone

(571) 748-4460

Industry

All Other Professional Services· 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

2025-10-15

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

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)

Mutual Funds

$43.3M

15 holdings

Other securities

$20.3M

34 holdings

Common Collective Trusts

$11.1M

1 holding

Bonds / Notes

$1.0M

2 holdings

U.S. Treasuries

$30K

1 holding

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