How big is Agilitas, LLC's plan?

Agilitas, LLC's plan reported $22K in assets and 2 participants for 2024.

Original filing (PDF)20250804150022NAL0002903074001

Agilitas, LLC

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

Form 5500-SF

FILING_RECEIVED

Agilitas 401(k) Plan

401(k) retirement plan · Agilitas, LLC's Agilitas 401(k) Plan held $22K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

TARA Bunch signed Agilitas, LLC's 2024 Form 5500 as plan administrator.

TARA Bunch — 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

Agilitas, LLC's EIN is 88-3116933.

EIN 88-3116933

Plan number 001

Plan year 2024

ACK ID 20250804150022NAL0002903074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

AGILITAS, LLC

EIN

all filings

Address

1419 SALT SPRINGS ROAD · SYRACUSE, NY · 13214

Phone

(315) 445-4174

Industry

Educational Services

Plan administrator