AUMdb

Agile 401(k) Plan

Sponsored by Agile Physical Therapy, Inc. · EIN 850486358 · Plan #002

Total assets
$24.7M
Net assets
$24.7M
Active participants
198
With balances
235

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $33,102