How big is Agilis LLC's plan?

Agilis LLC's plan reported $24K in assets and 2 participants for 2025.

Original filing (PDF)20260327080618NAL0007075904001

Agilis LLC

Name: Agilis LLC — Agilis LLC WHAT Benefit Plan, Form 5500 (2025)
Creator: Agilis LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agilis LLC WHAT Benefit Plan

Health & welfare plan · Agilis LLC's Agilis LLC WHAT Benefit Plan held $24K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$24K

Net assets (EOY)

$13K

People on this filing

Kenneth Penn signed Agilis LLC's 2025 Form 5500 as plan administrator.

Kenneth Penn — 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

Agilis LLC's EIN is 82-4459748.

EIN 82-4459748

Plan number 501

Plan year 2025

ACK ID 20260327080618NAL0007075904001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Agilis LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

AGILIS LLC

EIN

all filings

Address

1995 SNOW POINT LN · CHARLOTTESVILLE, VA · 22902

Phone

(904) 200-7292

Industry

Utilities

Plan administrator

Name

KENNETH PENN

EIN

92-0735173

City

RICHMOND, VA

Phone

(804) 644-1607

Plan characteristics

Plan number

501

Plan year

2025

Plan year begin

2025-03-01

Tax period

2025-08-31

Filed

2026-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

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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