Agile Fund Solutions Llc 401(k) Plan (terminated 2023): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2023. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Agile Fund Solutions Llc 401(k) Login
Accounts were managed by
Guideline
Log in at GuidelineOther plans at Guideline
Retirement plan providers can change. This information is from the plan's 2023 filing.
Agile Fund Solutions Llc 401(k) Plan Facts (plan year 2023)
Plan name
AGILE FUND SOLUTIONS 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
AGILE FUND SOLUTIONS LLC
Plan year
Jan 1, 2023 – Jan 20, 2023
Plan established
Oct 1, 2019
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)
Source: Form 5500-SF for plan year 2023 (Jan 1, 2023 – Jan 20, 2023), filed Aug 7, 2023. Public filing with the U.S. Department of Labor.
How the Agile Fund Solutions Llc 401(k) changed, 2019–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 38 | $2.72 million | $29,346 | $0 |
| 2020 | 42 | $3.89 million | $188,929 | $174,058 |
| 2021 | 55 | $5.33 million | $204,896 | $90,979 |
| 2022 (final) | 79 | $0 | $0 | $42,872 |
| 2023 (final) | 0 | $0 | $0 | $0 |
Agile Fund Solutions Llc 401(k) Contact Information
Phone
310-806-6267
Mailing address
9595 WILSHIRE BOULEVARD SUITE 900, BEVERLY HILLS CA 90212
Plan sponsor
AGILE FUND SOLUTIONS LLC
Employer identification number (EIN)
27-2043548
Plan number
004
Questions about the Agile Fund Solutions Llc 401(k)
Is the Agile Fund Solutions Llc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023.
Does Agile Fund Solutions Llc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500.
Does the Agile Fund Solutions Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
Who manages the Agile Fund Solutions Llc 401(k) accounts?
Guideline is the plan's recordkeeper, which is where participants log in to see their balance.
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