Plan Ledger DOL Form 5500 · updated monthly

Agility Robotics, Inc.401(k)

AGILITY ROBOTICS 401(K) PLAN · TANGENT, OR · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Agility Robotics, Inc. reported $29,509 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $10,957 per active participant. 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.

Across the 1 year on file its reported administrative ratio fell from 0.42% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 444th-largest of 1,021 plans among Oregon employers on file, and 7,248th of 13,661 in manufacturing. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,480,591
Participants with balances256
Active participants201
Employer contributions$2,202,340
Employee contributions$3,389,369
Employer contribution per active participant$10,957
Average account balance$56,565
Benefits paid to participants$1,611,583
Plan auditUnmodified (clean) audit opinion
AuditorBALANCE & STRATEGY ADVISORS, CPAS,
Plan history2
Yearassets · accounts · employer contribution
2024$14.5M · 256 accts · $2.2M emplr
2023$8.2M · 255 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,509
Total administrative$29,509
The Agility Robotics, Inc. 401(k) match · 2024
Employer contribution per active participant$10,957
Median for plans this size$2,416
2024$10,957 per active participant
2023$7,574 per active participant

Agility Robotics, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20242
PCS RETIREMENT · Contract administrator · Recordkeeping$6,034
NEWSQUARE CAPITAL, LLC · Investment advisory (plan) · Investment management$23,475

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$29,509 · 0.26%
2023$22,439 · 0.42%
Same employer
Similar plansManufacturing · Oregon
Emerging Acquisitions LLC OR$15.0M · 0.42%
Hooker Creek Companies, LLC OR$14.7M · 0.43%
Allied Systems Company OR$14.3M · 0.32%
Rears Mfg. Co., Inc. OR$12.9M · 0.08%
Forrest Paint Co. OR$12.1M · 0.46%
Davis Tool, Inc. OR$12.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475587432 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.