Plan Snapshot
- Plan Sponsor: Agile Investments
- Sponsor EIN: 844135161
- Sponsor Address: 209 AVENIDA DEL MAR #202, SAN CLEMENTE, CA, 92672
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $2.7M | $0 | $0 |
| 2023 | 1 | $3.0M | $0 | $0 |
| 2022 | 2 | $276,455 | $0 | $0 |