How big is Agile Advisors LLC's plan?

Agile Advisors LLC's plan reported $162K in assets and 8 participants for 2024.

Original filing (PDF)20250910071521NAL0013309971001

Agile Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Agile Advisors LLC 401(k) Plan

401(k) retirement plan · Agile Advisors LLC's Agile Advisors LLC 401(k) Plan held $162K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

People on this filing

SUE Mulligan signed Agile Advisors LLC's 2024 Form 5500 as plan administrator.

SUE Mulligan — 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 Advisors LLC's EIN is 81-1296196.

EIN 81-1296196

Plan number 001

Plan year 2024

ACK ID 20250910071521NAL0013309971001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score