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Original filing (PDF)20251014122631NAL0001342467001
AGRI-MARK, INC.
Form 5500
FILING_RECEIVED
AGRI-MARK, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,219
Accounts w/ balance
1,344
Plan assets (EOY)
$120.5M
Net assets (EOY)
$120.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
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 CTR. DRIVE · SUITE 302 · ANDOVER, MA · 01810
Phone
(978) 689-4442
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
DOPKINS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOPKINS & COMPANY, LLP | 16-0929175 | — | ACCOUNTANT/AUDITOR | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
34 direct securities · 1 pooled fund· $126.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$120.5M
34 holdings
Common Collective Trust
$6.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Growth Company K6 (614,259 shares) | — | — | $614K | $18.7M | 15.5% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity ContraFund K (727,586 shares) | — | — | $728K | $15.4M | 12.7% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity 500 Index (55,791 shares) | — | — | $56K | $11.4M | 9.5% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2030 K (463,392 shares) | — | — | $463K | $8.1M | 6.7% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2025 K (580,023 shares) | — | — | $580K | $7.9M | 6.6% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Managed Income Fund Class 1 (6,863,789 units) | — | — | $6.9M | $6.5M | 5.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6.5M | 5.4% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Low Priced Stock K (141,606 shares) | — | — | $142K | $5.8M | 4.8% | |
| T. Rowe Price Global Investment Management T. Rowe Price Dividend Growth Fund (65,396 shares) | — | — | $65K | $5.0M | 4.2% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2040 K (434,474 shares) | — | — | $434K | $5.0M | 4.2% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2050 K (295,038 shares) | — | — | $295K | $4.0M | 3.3% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2035 K (246,507 shares) | — | — | $247K | $3.9M | 3.2% | |
| Baird Asset Management Baird Core Plus Bond Fund Class Institutional (337,109) | — | — | -$337K | $3.4M | 2.8% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Diversified International K (76,588 shares) | — | — | $77K | $3.2M | 2.7% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2055 K (184,631 shares) | — | — | $185K | $2.9M | 2.4% | |
| Participants Notes receivable from participants with interest rates ranging from 8.50% to 9.50%, with various maturity dates | — | — | — | $2.9M | 2.4% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2045 K (207,843 shares) | — | — | $208K | $2.8M | 2.3% | |
| Fidelity Investments Institutional Operations Company, Inc. Primarily mutual funds, common stock and exchange-traded funds as selected by participants | — | — | — | $1.9M | 1.6% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity International Index (38,521 shares) | — | — | $39K | $1.8M | 1.5% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2060 K (114,345 shares) | — | — | $114K | $1.7M | 1.4% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity US Bond Index (127,266 shares) | — | — | $127K | $1.3M | 1.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2020 K (85,087 shares) | — | — | $85K | $1.2M | 1.0% | |
| Pacific Investment Management Company LLC Pimco Research Affiliate Equity US Small Fund (98,545 shares) | — | — | $99K | $1.1M | 0.9% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Small Cap Index Fund (38,822 shares) | — | — | $39K | $1.1M | 0.9% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Mid Cap Index Fund (22,977 shares) | — | — | $23K | $776K | 0.6% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2065 K (48,322 shares) | — | — | $48K | $639K | 0.5% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom Income K (53,996 shares) | — | — | $54K | $569K | 0.5% | |
| Conestoga Capital Advisors Conestoga Small Cap Fund Institutional (5,231 shares) | — | — | $5K | $416K | 0.3% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Real Estate Index (25,325 shares) | — | — | $25K | $408K | 0.3% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Inflation-Protected Bond Index Fund (41,900 shares) | — | — | $42K | $372K | 0.3% | |
| JPMorgan Chase & Co JPMorgan U.S. Value Fund Class R6 (2,045 shares) | — | — | $2K | $171K | 0.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2015 K (11,997 shares) | — | — | $12K | $137K | 0.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Government Money Market (21,360 shares) | — | — | $21K | $21K | <0.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2010 K (635 shares) | — | — | — | $9K | <0.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2070 K (781 shares) | — | — | — | $8K | <0.1% |
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