How big is Agile CFO Solutions' plan?

Agile CFO Solutions' plan reported $461K in assets and 11 participants for 2025.

Original filing (PDF)20260423220145NAL0011261906038

Agile CFO Solutions

Name: Agile CFO Solutions — Agile CFO Solutions 401(k), Form 5500 (2025)
Creator: Agile CFO Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agile CFO Solutions 401(k) Plan

401(k) retirement plan · Agile CFO Solutions' Agile CFO Solutions 401(k) Plan held $461K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

Plan identifiers

Agile CFO Solutions' EIN is 82-1402849.

EIN 82-1402849

Plan number 001

Plan year 2025

ACK ID 20260423220145NAL0011261906038

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Agile CFO Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Agile CFO Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CFO SOLUTIONS.

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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