Agile Upper Holdco, LLC401(k)
AGILE OCCUPATIONAL MEDICINE 401(K) PLAN · COSTA MESA, CA · plan year 2024
Plan assets · 2024
$0
Agile Upper Holdco, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $0 across 0 participant accounts. See methodology for what Form 5500 does and doesn't capture.
Plan summary
Net assets, end of year$0
Participants with balances0
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$30,400
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUBECKA, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,139
Total administrative$6,139
Service providers · 20246
COMMONWEALTH EQUITY SERVICES, LLC · Investment advisory (plan)$1,711
LINCOLN FINANCIAL ADVISORS CORP · Investment advisory (plan)$1,484
PREMIER PLAN CONSULTANTS INC · Contract administrator$543
3 38 INVESTMENT FIDUCIARIES INC$130
EMPOWER ADVISORY GROUP LLC · Investment management$39
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 882074735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.