Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AGILE PERFORMANCE INCORPORATED
EIN 81-1157079management consultingLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
36
10928 WHEATLANDS AVE, SUITE B - SANTEE, CA 92071619-997-3665LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AGILE PERFORMANCE, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AGILE PERFORMANCE 401(K)
401k
Assets$1.3M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AGILE PERFORMANCE, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.7M | 4 | 2024 | |
| 001 | AGILE PERFORMANCE 401(K) | 401k | $1.3M | 32 | 2025 |
Retirement plans