How big is Agero, Inc.'s plan?

Agero, Inc.'s plan reported $190.9M in assets and 2,030 participants for 2024.

Original filing (PDF)20251014110848NAL0002598385001

Agero, Inc.

Name: Agero, Inc. — Agero, Inc. Retirement Plan, Form 5500 (2024)
Creator: Agero, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Agero, Inc. Retirement Plan

401(k) retirement plan · Agero, Inc.'s Agero, Inc. Retirement Plan held $190.9M in plan assets for 2,030 participants in 2024, with Fidelity as recordkeeper.

Active participants

2,030

Accounts w/ balance

2,284

Plan assets (EOY)

$190.9M

Net assets (EOY)

$190.9M

People on this filing

EMMA Barnes-Brown signed Agero, Inc.'s 2024 Form 5500 as plan administrator.

EMMA Barnes-Brown — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Agero, Inc.'s EIN is 04-2534134.

EIN 04-2534134

Plan number 001

Plan year 2024

ACK ID 20251014110848NAL0002598385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agero, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agero, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

AGERO, INC.

EIN

all filings

Address

400 RIVER'S EDGE DRIVE · MEDFORD, MA · 02155

Phone

(781) 393-9300

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$214K	—

Investments

34 direct securities· $190.9M(100% of reported assets)

Mutual Funds

$172.6M

27 holdings

Common Collective Trusts

$12.3M

2 holdings

Other securities

$4.6M

4 holdings

Bonds / Notes

$1.4M

1 holding

					% of plan
Fidelity Growth Company Fund K6 Mutual Fund	Mutual Funds	—	—	$30.3M	15.9%
Fidelity Blue Chip Growth K6 Mutual Fund	Mutual Funds	—	—	$27.1M	14.2%
Fidelity Freedom 2045 IPR Mutual Fund	Mutual Funds	—	—	$14.1M	7.4%
Fidelity Freedom 2035 IPR Mutual Fund	Mutual Funds	—	—	$12.3M	6.4%
Fidelity Freedom 2040 IPR Mutual Fund	Mutual Funds	—	—	$11.7M	6.1%
Fidelity Freedom 2050 IPR Mutual Fund	Mutual Funds	—	—	$11.7M	6.1%
Fidelity 500 Index Advantage Mutual Fund	Common Collective Trusts	—	—	$11.6M	6.1%
Fidelity Freedom 2055 IPR Mutual Fund	Mutual Funds	—	—	$9.3M	4.9%
American Funds Washington Mutual Investors Fund R6 Mutual Fund	Mutual Funds	—	—	$7.4M	3.9%
Fidelity Freedom 2030 IPR Mutual Fund	Mutual Funds	—	—	$7.2M	3.8%
Fidelity Retired Government Money Market K6 Mutual Fund	Mutual Funds	—	—	$7.2M	3.8%
Fidelity Freedom 2025 IPR Mutual Fund	Mutual Funds	—	—	$6.2M	3.3%
Fidelity Freedom 2060 IPR Mutual Fund	Mutual Funds	—	—	$4.4M	2.3%
MFS International Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$4.0M	2.1%
Fidelity Puritan Fund K6 Mutual Fund	Mutual Funds	—	—	$3.7M	1.9%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$2.7M	1.4%
Fidelity Investment Grade Bond Mutual Fund	Mutual Funds	—	—	$1.9M	1.0%
Victory Integrity Mid-Cap Value Fund R6 Mutual Fund	Other securities	—	—	$1.8M	1.0%
Fidelity Small Cap Growth Fund K6 Mutual Fund	Mutual Funds	—	—	$1.5M	0.8%
Fidelity Freedom 2020 IPR Mutual Fund	Mutual Funds	—	—	$1.5M	0.8%
Participant Loans (4.25% - 9.50%) 0	Bonds / Notes	—	—	$1.4M	0.7%
Janus Henderson Enterprise Fund N Mutual Fund	Mutual Funds	—	—	$1.4M	0.7%
Fidelity Strategic Income Fund Mutual Fund	Mutual Funds	—	—	$1.3M	0.7%
AF Small Cap World R6 Mutual Fund	Other securities	—	—	$1.3M	0.7%
Fidelity Freedom 2015 IPR Mutual Fund	Mutual Funds	—	—	$1.3M	0.7%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$1.1M	0.6%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$1.1M	0.6%
Fidelity Freedom Index Income Fund IPR Mutual Fund	Mutual Funds	—	—	$926K	0.5%
Columbia Small Cap Value Fund II I3 Mutual Fund	Other securities	—	—	$774K	0.4%
Fidelity Freedom Index 2065 IPR Mutual Fund	Mutual Funds	—	—	$730K	0.4%
Fidelity Freedom 2010 IPR Mutual Fund	Mutual Funds	—	—	$719K	0.4%
Pioneer Bond Fund K Mutual Fund	Other securities	—	—	$684K	0.4%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$634K	0.3%
Fidelity Freedom Index 2070 IPR Mutual Fund	Mutual Funds	—	—	$2K	<0.1%