Elizabeth Thompson-Brace signed Agri-Mark, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agri-Mark, Inc.'s EIN is 04-2704972.
Download the official 2024 Form 5500 (PDF) for Agri-Mark, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agri-Mark, Inc.'s plan includes a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $33K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Growth Company K6 (614,259 shares) | Mutual Funds | — | $614K | $18.7M | 15.5% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity ContraFund K (727,586 shares) | Mutual Funds | — | $728K | $15.4M | 12.7% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity 500 Index (55,791 shares) | Common Collective Trusts | — | $56K | $11.4M | 9.5% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2030 K (463,392 shares) | Mutual Funds | — | $463K | $8.1M | 6.7% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2025 K (580,023 shares) | Mutual Funds | — | $580K | $7.9M | 6.6% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Managed Income Fund Class 1 (6,863,789 units) | Mutual Funds | — | $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) | Mutual Funds | — | $142K | $5.8M | 4.8% | |
| T. Rowe Price Global Investment Management T. Rowe Price Dividend Growth Fund (65,396 shares) | Other securities | — | $65K | $5.0M | 4.2% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2040 K (434,474 shares) | Mutual Funds | — | $434K | $5.0M | 4.2% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2050 K (295,038 shares) | Mutual Funds | — | $295K | $4.0M | 3.3% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2035 K (246,507 shares) | Mutual Funds | — | $247K | $3.9M | 3.2% | |
| Baird Asset Management Baird Core Plus Bond Fund Class Institutional (337,109) | Other securities | — | -$337K | $3.4M | 2.8% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Diversified International K (76,588 shares) | Mutual Funds | — | $77K | $3.2M | 2.7% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2055 K (184,631 shares) | Mutual Funds | — | $185K | $2.9M | 2.4% | |
| Participants Notes receivable from participants with interest rates ranging from 8.50% to 9.50%, with various maturity dates | Bonds / Notes | — | — | $2.9M | 2.4% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2045 K (207,843 shares) | Mutual Funds | — | $208K | $2.8M | 2.3% | |
| Fidelity Investments Institutional Operations Company, Inc. Primarily mutual funds, common stock and exchange-traded funds as selected by participants | Mutual Funds | — | — | $1.9M | 1.6% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity International Index (38,521 shares) | Mutual Funds | — | $39K | $1.8M | 1.5% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2060 K (114,345 shares) | Mutual Funds | — | $114K | $1.7M | 1.4% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity US Bond Index (127,266 shares) | Mutual Funds | — | $127K | $1.3M | 1.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2020 K (85,087 shares) | Mutual Funds | — | $85K | $1.2M | 1.0% | |
| Pacific Investment Management Company LLC Pimco Research Affiliate Equity US Small Fund (98,545 shares) | Mutual Funds | — | $99K | $1.1M | 0.9% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Small Cap Index Fund (38,822 shares) | Common Collective Trusts | — | $39K | $1.1M | 0.9% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Mid Cap Index Fund (22,977 shares) | Common Collective Trusts | — | $23K | $776K | 0.6% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2065 K (48,322 shares) | Mutual Funds | — | $48K | $639K | 0.5% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom Income K (53,996 shares) | Mutual Funds | — | $54K | $569K | 0.5% | |
| Conestoga Capital Advisors Conestoga Small Cap Fund Institutional (5,231 shares) | Other securities | — | $5K | $416K | 0.3% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Real Estate Index (25,325 shares) | Mutual Funds | — | $25K | $408K | 0.3% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Inflation-Protected Bond Index Fund (41,900 shares) | Common Collective Trusts | — | $42K | $372K | 0.3% | |
| JPMorgan Chase & Co JPMorgan U.S. Value Fund Class R6 (2,045 shares) | Common Stocks | — | $2K | $171K | 0.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2015 K (11,997 shares) | Mutual Funds | — | $12K | $137K | 0.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Government Money Market (21,360 shares) | Mutual Funds | — | $21K | $21K | <0.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2010 K (635 shares) | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Investments Institutional Operations Company, Inc. Fidelity Freedom 2070 K (781 shares) | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOPKINS & COMPANY, LLP | 16-0929175 | — | ACCOUNTANT/AUDITOR | $11K | — |
