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Original filing (PDF)20250331141508NAL0005581633001

AGILE TECHNOLOGIES, INC.

Form 5500-SF
FILING_RECEIVED
AGILE TECHNOLOGIES, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
  • Plan is frozen (1I) — no new benefit accrual.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILE TECHNOLOGIES, INC..
Plan sponsor
Name
AGILE TECHNOLOGIES, INC.
EIN
72-1533984
Address
2 ORION · ALISO VIEJO, CA · 92656
Phone
(949) 454-8030
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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