Plan Snapshot
- Plan Sponsor: Scaled Agile, INC.
- Sponsor EIN: 453582560
- Sponsor Address: 4845 PEARL EAST CIRCLE, SUITE 101, BOULDER, CO, 80301
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $15.0M
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 | 125 | $15.0M | $504,552 | $2.2M |
| 2023 | 181 | $12.7M | $536,910 | $2.4M |
| 2022 | 187 | $8.5M | $455,482 | $2.1M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLCC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLCC — 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 | $71,183 | $47,047 | — | — | — |
| 2023 | $43,816 | $35,204 | — | — | — |
| 2022 | $28,602 | $27,789 | $813 | — | — |