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Original filing (PDF)20251014113341NAL0001289059001
AGILEBITS USA, INC.
Form 5500
FILING_RECEIVED
1PASSWORD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
549
Accounts w/ balance
652
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILEBITS USA, INC..
Plan sponsor
Name
AGILEBITS USA, INC.
EIN
85-0946691
Address
1000 N WEST STREET · STE. 1200, UNIT 2090 · WILMINGTON, DE · 19801
Phone
(720) 261-8688
Industry
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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $7K | — |
Investments
26 direct securities· $30.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $7.1M | 22.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $5.5M | 17.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $4.2M | 13.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $4.0M | 12.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.8M | 9.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.9M | 6.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.1M | 3.4% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $1.0M | 3.3% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $495K | 1.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $422K | 1.4% | |
| Dodge & Cox Stock X Dodge & Cox 0 | — | — | — | $408K | 1.3% | |
| T Rowe Price Small-Cap Value I T. Rowe Price 0 | — | — | — | $370K | 1.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $347K | 1.1% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $207K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $193K | 0.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $192K | 0.6% | |
| TCW MetWest Total Return Bond Plan TCW MetWest 0 | — | — | — | $149K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $147K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $95K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $95K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $92K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $76K | 0.2% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $53K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $44K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $40K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $17K | <0.1% |
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