Retirement plan

AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

Name: AGILE SPORTS TECHNOLOGIES, INC. - AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: AGILE SPORTS TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN, AGILE SPORTS TECHNOLOGIES, INC.

AGILE SPORTS TECHNOLOGIES, INC.EIN 26-0568054Plan #001PY 2024

600 P STREET, STE. 400 - LINCOLN, NE 68508402-817-0060

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$59.3M

+27.3% from 2023

Total participants

999

-1.9% from 2023

Average account balance

$63,079

+23.0% from 2023

Annual return

17.50%

-7.24 pp from 2023

Benchmarks

See 3,298 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,298 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$59.29M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$63K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

940

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.91M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$262

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
UNION BANK & TRUST COMPANY10+ years Service code 12 · EIN 47-0321480	Investment management fees paid direc...	$201,537
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624	Consulting	$45,000
MATRIX CLEARANCE AND SETTLEMENT10+ years Service code 33 · EIN 13-4046432	Sub-transfer agency fees; Securities ...	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$247K

$335 / participant

Recordkeeping$202K81.7%
Investment mgmt$45K18.3%

% of EOY assets

0.416%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FRANKEL, LLC
Auditor EIN: 470574775
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,079

$106,230-40.6%

$147,080-57.1%

$77,736-18.9%

Participation rate

92.0%

78.4%+13.6pp

82.2%+9.8pp

70.6%+21.4pp

Annual return

17.50%

56.91%-39.4pp

420.17%-402.7pp

31.26%-13.8pp

Employer contribution / active EE

$4,026

$4,072-1.2%

$4,933-18.4%

$2,728+47.6%

Participant deferral / active EE

$8,083

$8,001+1.0%

$8,066+0.2%

$4,651+73.8%

Admin fee / account holder

$262

$338-22.5%

$12,989-98.0%

$433-39.5%

Provider

Service type

Compensation

UNION BANK & TRUST COMPANY10+ years

Service code 12 · EIN 47-0321480

Investment management fees paid direc...

$201,537

CREATIVE PLANNING LLC1 year

Filed as: CREATIVE PLANNING

Service code 16 · EIN 84-4519624

Consulting

$45,000

MATRIX CLEARANCE AND SETTLEMENT10+ years

Service code 33 · EIN 13-4046432

Sub-transfer agency fees; Securities ...

AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGILE SPORTS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion