Plan Snapshot
- Plan Sponsor: Agilethought, LLC
- Sponsor EIN: 201167076
- Sponsor Address: 222 W LAS COLINAS BLVD STE 1650E, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $22.1M
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. |
|---|---|---|---|---|
| 2023 | 109 | $22.1M | $767,093 | $1.8M |
| 2022 | 225 | $22.3M | $975,137 | $2.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $154,552 | — | $154,552 |
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $80,906 | — | $80,906 |
| RETIREMENT SOLUTIONS SPECIALISTS | Recordkeeper | $17,706 | $17,352 | $35,058 |
| ASSURANCE DIMENSIONS | Auditor | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Investment Advisor
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $288,516
- Estimated Expense Ratio: 1.308% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $137,578 | $40,453 | $88,125 | $9,000 | — |
| 2022 | $172,831 | $136,974 | $26,027 | — | $9,000 |