Board of Trustees AGMA Retirement Plan's EIN is 13-3826401.
Download the official 2023 Form 5500 (PDF) for Board of Trustees AGMA Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees AGMA Retirement Plan's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $379K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | 36-4291971 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $103.5M | 98.2% | |
| [Assets held in participant loans] | Other | — | — | $2K | <0.1% |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $63K | — |
| SPIVAK LIPTON, LLP | 13-3494495 | — | NONE | $53K | — |
| BRIDGEWAY TECHNOLOGIES | 23-2182079 | — | NONE | $22K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $22K | — |
| LOCKTIGHT SOLUTIONS | 22-3825157 | — | NONE | $6K | — |
