AUMdb

Agility Robotics 401(k) Plan

Sponsored by Agility Robotics, Inc. · EIN 475587432 · Plan #001

Total assets
$14.5M
Net assets
$14.5M
Active participants
201
With balances
256

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
Newsquare Capital, Llc CRD 152430 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newsquare Capital, Llc Investment advisory (plan), Investment management, Investment management fees (direct) $23,475
Pcs Retirement Contract administrator, Recordkeeping $6,034