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Original filing (PDF)20251014123543NAL0001385859001
AGRI-MARK INC.
Form 5500
FILING_RECEIVED
AGRI-MARK INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
56% in single holdingNo recordkeeper disclosed
Active participants
774
Accounts w/ balance
—
Plan assets (EOY)
$116.4M
Net assets (EOY)
$116.3M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Investments" is 56% of plan.
- 52 bps in Schedule C fees — 424% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGRI-MARK INC..
Plan sponsor
Name
AGRI-MARK INC.
EIN
04-2704972
Address
10 NEW ENGLAND BUSINESS CENTER · ANDOVER, MA · 018102455
Phone
(978) 689-4442
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOPKINS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | — | MEMPHIS, TN | — | $389K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $184K | — |
| DOPKINS & COMPANY, LLP. | — | BUFFALO, NY | — | $26K | — |
| AGILIS | — | — | — | $11K | — |
Investments
5 direct securities· $113.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | 309,730 | $38.0M | $63.2M | 54.3% | |
| Fidelity Investments | — | 3,725,036 | $42.9M | $38.1M | 32.7% | |
| Fidelity Investments | — | 203,459 | $5.2M | $6.9M | 5.9% | |
| Fidelity Investments | — | 119,905 | $2.7M | $3.3M | 2.9% | |
| Goldman Sachs Asset Management, L.P. | — | 2,090,584 | $2.1M | $2.1M | 1.8% |
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