How big is Agespan, Inc.'s plan?

Agespan, Inc.'s plan reported $33.5M in assets and 543 participants for 2024.

Original filing (PDF)20251003114909NAL0001332225001

Agespan, Inc.

Name: Agespan, Inc. — Agespan, Inc. Tax Sheltered Annuity, Form 5500 (2024)
Creator: Agespan, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Agespan, Inc. Tax Sheltered Annuity

403(b) retirement plan · Agespan, Inc.'s Agespan, Inc. Tax Sheltered Annuity held $33.5M in plan assets for 543 participants in 2024, with Empower as recordkeeper.

Active participants

543

Accounts w/ balance

424

Plan assets (EOY)

$33.5M

Net assets (EOY)

$33.5M

People on this filing

Tammy Odonnell signed Agespan, Inc.'s 2024 Form 5500 as plan administrator.

Tammy Odonnell — 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

Agespan, Inc.'s EIN is 04-2545136.

EIN 04-2545136

Plan number 001

Plan year 2024

ACK ID 20251003114909NAL0001332225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Agespan, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGESPAN, INC..

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How this plan invests

This plan

57 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

AGESPAN, INC.

EIN

all filings

Address

280 MERRIMACK STREET SUITE 400 · LAWRENCE, MA · 018431740

Phone

(978) 946-1458

Industry

Health Care & Social Assistance

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

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN & COMPANY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$7K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$1K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES LLC

Investments

57 direct securities· $33.5M(100% of reported assets)

Other securities

$24.3M

40 holdings

Mutual Funds

$5.7M

10 holdings

Common Collective Trusts

$2.9M

6 holdings

Participant loans

$639K

1 holding

					% of plan
JP Morgan Large Cap Growth R4 Mutual funds	Other securities	—	—	$3.6M	10.8%
Capital Preservation Fund Guaranteed interest account	Other securities	—	—	$2.2M	6.7%
American Funds Washington Mutual Investors Mutual funds	Mutual Funds	—	—	$2.0M	6.1%
R4 Fund * Mass Mutual S&P 500 Index R4 Fund Mutual funds	Common Collective Trusts	—	—	$1.9M	5.6%
Calvert US Large Cap Core RSPNB Index A Mutual funds	Other securities	—	—	$1.8M	5.3%
Fund Loomis Sayles Core Plus Bond A Fund Mutual funds	Other securities	—	—	$1.7M	5.2%
T. Rowe Price Retirement 2030 Fund Mutual funds	Other securities	—	—	$1.6M	4.8%
T. Rowe Price Retirement 2050 Fund Mutual funds	Other securities	—	—	$1.5M	4.4%
T. Rowe Price Retirement 2025 Fund Mutual funds	Other securities	—	—	$1.5M	4.4%
American Funds New Perspective R3 Fund Mutual funds	Mutual Funds	—	—	$1.4M	4.3%
T. Rowe Price Retirement 2040 Fund Mutual funds	Other securities	—	—	$1.4M	4.2%
T. Rowe Price Retirement 2035 Fund Mutual funds	Other securities	—	—	$1.4M	4.2%
Federated Hermes MDT Mid Cap Growth R6 Mutual funds	Other securities	—	—	$1.4M	4.2%
T. Rowe Price Retirement 2055 Fund Mutual funds	Other securities	—	—	$1.3M	3.9%
T. Rowe Price Retirement 2045 Fund Mutual funds	Other securities	—	—	$986K	2.9%
Fixed Account Plus Guaranteed interest account	Other securities	—	—	$826K	2.5%
Vanguard Small Cap Index Adm Fund Mutual funds	Mutual Funds	—	—	$812K	2.4%
Victory RS International A Fund Mutual funds	Other securities	—	—	$686K	2.0%
Participant loans Notes with interest rates	Participant loans	—	—	$639K	1.9%
American Funds Balanced Fund Mutual funds	Mutual Funds	—	—	$631K	1.9%
Columbia Mid Cap A Index Fund Mutual funds	Common Collective Trusts	—	—	$525K	1.6%
T. Rowe Price Retirement 2060 Fund Mutual funds	Other securities	—	—	$305K	0.9%
Fidelity Advisor Focused Emerging Mrkt I Mutual funds	Mutual Funds	—	—	$298K	0.9%
Short Term Fixed Account Guaranteed interest account	Other securities	—	—	$293K	0.9%
American Century Mid Cp Value Inv Fund Mutual funds	Other securities	—	—	$235K	0.7%
T. Rowe Price Retirement 2020 Fund Mutual funds	Other securities	—	—	$225K	0.7%
JP Morgan Equity Income R4 Fund Mutual funds	Other securities	—	—	$215K	0.6%
Nuveen International Equity Index R6 Mutual funds	Common Collective Trusts	—	—	$206K	0.6%
Mass Mutual U.S. Government Fund Mutual funds ** 103 * Science & Technology Fund Variable annuity contracts	Other securities	—	—	$201K	0.6%
American Century Small Cap Val Fund Mutual funds	Other securities	—	—	$200K	0.6%
Mid Cap Index Fund Variable annuity contracts	Common Collective Trusts	—	—	$182K	0.5%
PGIM Global Total Return R4 Fund Mutual funds	Other securities	—	—	$176K	0.5%
Vanguard Wellington Fund Inc Variable annuity contracts	Mutual Funds	—	—	$172K	0.5%
Franklin Utilities A Fund Mutual funds	Mutual Funds	—	—	$153K	0.5%
Stock Index Fund Variable annuity contracts	Common Collective Trusts	—	—	$92K	0.3%
Cohen&Steers Real Estate Securities A Fund Mutual funds	Other securities	—	—	$78K	0.2%
Systematic Growth Fund Variable annuity contracts	Other securities	—	—	$69K	0.2%
Vanguard Total Bond Market Index Admiral Mutual funds	Mutual Funds	—	—	$67K	0.2%
Vanguard Windsor II Variable annuity contracts	Mutual Funds	—	—	$64K	0.2%
Small Cap Index Fund Variable annuity contracts	Common Collective Trusts	—	—	$63K	0.2%
Fund PGIM High-Yield R4 Fund Mutual funds	Other securities	—	—	$60K	0.2%
T. Rowe Price Retirement 2010 Fund Mutual funds	Other securities	—	—	$57K	0.2%
Small Cap Growth Fund Variable annuity contracts	Other securities	—	—	$44K	0.1%
T. Rowe Price Retirement 2015 Fund Mutual funds	Other securities	—	—	$27K	<0.1%
Macquarie Small Cap Growth Institutional Mutual funds	Other securities	—	—	$25K	<0.1%
Systematic Core Fund Variable annuity contracts	Other securities	—	—	$19K	<0.1%
Growth Fund Variable annuity contracts	Other securities	—	—	$14K	<0.1%
Global Strategy Fund Variable annuity contracts	Other securities	—	—	$9K	<0.1%
Small Cap Value Fund Variable annuity contracts	Other securities	—	—	$7K	<0.1%
High Yield Bond Fund Variable annuity contracts	Other securities	—	—	$7K	<0.1%