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Original filing (PDF)20251126050215NAL0002228339001
AGILITY PARTNERS, LLC
Form 5500
FILING_RECEIVED
AGILITY PARTNERS 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
103
Accounts w/ balance
189
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
99
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILITY PARTNERS, LLC.
Plan sponsor
Name
AGILITY PARTNERS, LLC
EIN
81-5220205
Address
175 S. THIRD ST · STE 600 · COLOMBUS, OH · 43215
Phone
(614) 425-0279
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
2025-11-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
Investments
23 direct securities· $1.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $301K | 18.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $288K | 17.7% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $271K | 16.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $149K | 9.2% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $116K | 7.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $105K | 6.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $71K | 4.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $40K | 2.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $38K | 2.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $32K | 2.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $31K | 1.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $30K | 1.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $24K | 1.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $23K | 1.4% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $22K | 1.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $19K | 1.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $19K | 1.2% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $14K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $14K | 0.8% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $5K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $5K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $4K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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