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Original filing (PDF)20251014110848NAL0002598385001
AGERO, INC.
Form 5500
FILING_RECEIVED
AGERO, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
2,030
Accounts w/ balance
2,284
Plan assets (EOY)
$190.9M
Net assets (EOY)
$190.9M
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 (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGERO, INC..
Plan sponsor
Name
AGERO, INC.
EIN
04-2534134
Address
400 RIVER'S EDGE DRIVE · MEDFORD, MA · 02155
Phone
(781) 393-9300
Industry
Transportation & Warehousingsee all
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund K6 Mutual Fund | — | — | — | $30.3M | 15.9% | |
| Fidelity Blue Chip Growth K6 Mutual Fund | — | — | — | $27.1M | 14.2% | |
| Fidelity Freedom 2045 IPR Mutual Fund | — | — | — | $14.1M | 7.4% | |
| Fidelity Freedom 2035 IPR Mutual Fund | — | — | — | $12.3M | 6.4% | |
| Fidelity Freedom 2040 IPR Mutual Fund | — | — | — | $11.7M | 6.1% | |
| Fidelity Freedom 2050 IPR Mutual Fund | — | — | — | $11.7M | 6.1% | |
| Fidelity 500 Index Advantage Mutual Fund | — | — | — | $11.6M | 6.1% | |
| Fidelity Freedom 2055 IPR Mutual Fund | — | — | — | $9.3M | 4.9% | |
| American Funds Washington Mutual Investors Fund R6 Mutual Fund | — | — | — | $7.4M | 3.9% | |
| Fidelity Freedom 2030 IPR Mutual Fund | — | — | — | $7.2M | 3.8% | |
| Fidelity Retired Government Money Market K6 Mutual Fund | — | — | — | $7.2M | 3.8% | |
| Fidelity Freedom 2025 IPR Mutual Fund | — | — | — | $6.2M | 3.3% | |
| Fidelity Freedom 2060 IPR Mutual Fund | — | — | — | $4.4M | 2.3% | |
| MFS International Growth Fund R6 Mutual Fund | — | — | — | $4.0M | 2.1% | |
| Fidelity Puritan Fund K6 Mutual Fund | — | — | — | $3.7M | 1.9% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $2.7M | 1.4% | |
| Fidelity Investment Grade Bond Mutual Fund | — | — | — | $1.9M | 1.0% | |
| Victory Integrity Mid-Cap Value Fund R6 Mutual Fund | — | — | — | $1.8M | 1.0% | |
| Fidelity Small Cap Growth Fund K6 Mutual Fund | — | — | — | $1.5M | 0.8% | |
| Fidelity Freedom 2020 IPR Mutual Fund | — | — | — | $1.5M | 0.8% | |
| Participant Loans (4.25% - 9.50%) 0 | — | — | — | $1.4M | 0.7% | |
| Janus Henderson Enterprise Fund N Mutual Fund | — | — | — | $1.4M | 0.7% | |
| Fidelity Strategic Income Fund Mutual Fund | — | — | — | $1.3M | 0.7% | |
| AF Small Cap World R6 Mutual Fund | — | — | — | $1.3M | 0.7% | |
| Fidelity Freedom 2015 IPR Mutual Fund | — | — | — | $1.3M | 0.7% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $1.1M | 0.6% | |
| Fidelity International Index Mutual Fund | — | — | — | $1.1M | 0.6% | |
| Fidelity Freedom Index Income Fund IPR Mutual Fund | — | — | — | $926K | 0.5% | |
| Columbia Small Cap Value Fund II I3 Mutual Fund | — | — | — | $774K | 0.4% | |
| Fidelity Freedom Index 2065 IPR Mutual Fund | — | — | — | $730K | 0.4% | |
| Fidelity Freedom 2010 IPR Mutual Fund | — | — | — | $719K | 0.4% | |
| Pioneer Bond Fund K Mutual Fund | — | — | — | $684K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $634K | 0.3% | |
| Fidelity Freedom Index 2070 IPR Mutual Fund | — | — | — | $2K | <0.1% |
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