Agile Sports Technologies, Inc. 401(k) Profit Sharing Plan
Sponsored by Agile Sports Technologies, Inc. · EIN 260568054 · Plan #001
- Total assets
- $59.3M
- Net assets
- $59.2M
- Active participants
- 736
- With balances
- 940
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Union Bank & Trust Company | Claims processing, Recordkeeping, Trustee (institutional) | $201,537 |
| Creative Planning | Consulting (general), Investment management | $45,000 |
| Matrix Clearance And Settlement | Securities brokerage, Sub-transfer agency fees | $0 |