Plan Ledger DOL Form 5500 · updated monthly

Agility Partners, LLC401(k)

AGILITY PARTNERS 401(K) SAVINGS PLAN · COLOMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.58%

Agility Partners, LLC reported $7,896 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (3,067th of 3,295), and 11,016th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,628,525
Participants with balances189
Active participants103
Employer contributions—
Employee contributions$568,634
Employer contribution per active participant—
Average account balance$8,617
Benefits paid to participants$180,317
Plan auditUnmodified (clean) audit opinion
AuditorREA
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,896
Total administrative$7,896
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$7,896

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$7,896 · 0.58%
Same employer
Similar plansProfessional & Technical Services · Ohio
Capabilities, LLC OH$2.3M · 1.06%
Yardmaster, Inc. OH$1.8M · 1.05%
United Software Group Inc OH$1.4M · 0.56%
Circulo Inc OH$1.3M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815220205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.