Plan Snapshot
- Plan Sponsor: Agility Robotics, INC.
- Sponsor EIN: 475587432
- Sponsor Address: 4698 TRAUX DR SE, SALEM, OR, 97317
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 379
- Total Assets: $23.5M
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. |
|---|---|---|---|---|
| 2025 | 379 | $23.5M | $0 | $0 |
| 2024 | 201 | $14.5M | $2.2M | $3.4M |
| 2023 | 241 | $8.2M | $1.8M | $2.8M |
| 2022 | 163 | $2.3M | $683,980 | $1.2M |
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 |
|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | Investment Advisor | $31,967 | — | $31,967 |
| PCS RETIREMENT | Recordkeeper | $16,598 | — | $16,598 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,565
- Estimated Expense Ratio: 0.207% 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 |
|---|---|---|---|---|---|
| 2025 | $2,120,212 | $31,967 | — | — | — |
| 2024 | $29,509 | — | $23,475 | — | — |
| 2023 | $22,439 | — | $11,558 | — | — |
| 2022 | $17,219 | — | — | — | — |