Plan Snapshot
- Plan Sponsor: Agile Sourcing Partners, INC.
- Sponsor EIN: 208142827
- Sponsor Address: 2385 RAILROAD STREET, CORONA, CA, 92880
- Plan Type: DC
- Total Participants: 91
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 91 | $5.2M | $252,346 | $542,947 |
| 2023 | 96 | $4.5M | $242,386 | $544,586 |
| 2022 | 81 | $3.6M | $207,400 | $429,885 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $49,325 | — | $45,825 | — | — |
| 2023 | $39,163 | — | $39,163 | — | — |
| 2022 | $5,988 | — | $5,988 | — | — |