How big is Agency Fund's plan?

Agency Fund's plan reported $90K in assets and 6 participants for 2024.

Original filing (PDF)20250717140409NAL0000209827001

Agency Fund

Name: Agency Fund — Agency Fund 403(b) Plan, Form 5500 (2024)
Creator: Agency Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agency Fund 403(b) Plan

401(k) retirement plan · Agency Fund's Agency Fund 403(b) Plan held $90K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Marcus Bowie signed Agency Fund's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Agency Fund's EIN is 93-2219314.

EIN 93-2219314

Plan number 001

Plan year 2024

ACK ID 20250717140409NAL0000209827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Agency Fund's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AGENCY FUND

EIN

all filings

Address

2261 MARKET STREET, #4524 · SAN FRANCISCO, CA · 94114

Phone

(415) 501-0333

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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