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Agile Occupational Medicine 401(k) Plan
Agile Upper Holdco, LLC, Costa Mesa CA. Employer ID 882074735, plan number 001. Annual reports on file for 2022 to 2024.
Where the money went
- Filed 2022-2024Agile Occupational Medicine 401(k) Plan, Agile Upper Holdco, LLC
- 2024Assets transferred to Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co's
- TodayRisk Strategies Pooled Employer Plan for Private Equity Portfolio Co's still files. Empower Annuity Insurance Company keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Company, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2024: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.