Agilitech 401 K Profit Sharing Plan
Sponsored by Agilitech · EIN 030433805 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 89
- With balances
- 106
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Consulting (general), Insurance services | $24,986 |
| Lee Cpa Audit Group | Accounting, Direct payment from the plan | $9,000 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,007 |