Plan Snapshot
- Plan Sponsor: Agile Pursuits, INC.
- Sponsor EIN: 383760479
- Sponsor Address: 2 PROCTER AND GAMBLE PLAZA, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 44 | $6.2M | $196,727 | $489,316 |
| 2023 | 148 | $5.7M | $260,882 | $597,627 |
| 2022 | 162 | $4.3M | $279,269 | $653,470 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,518 | — | $2,518 | — | — |
| 2023 | $5,770 | — | $5,770 | — | — |
| 2022 | $10,228 | — | $10,228 | — | — |