Archie Meyers signed AGY Holding Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AGY Holding Corp.'s EIN is 20-0420637.
Download the official 2024 Form 5500 (PDF) for AGY Holding Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AGY Holding Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | INVESTMENT ADVISOR | $57K | — |
| STRATEGIC ADVISORS, INC. |
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 500 Index Fund | Common Collective Trusts | — | — | $5.3M | 14.7% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $3.4M | 9.4% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $2.7M | 7.7% | |
| American Funds Target Date 2025 R6 | Mutual Funds | — | — | $2.4M | 6.7% | |
| American Funds Target Date 2030 R6 | Mutual Funds | — | — | $2.3M | 6.3% | |
| Fidelity Investments Low-Priced Stock K Fund | Mutual Funds | — | — | $2.1M | 5.8% | |
| T. Rowe Price Dividend Growth Fund | Other securities | — | — | $1.9M | 5.3% | |
| American Funds Target Date 2035 R6 | Mutual Funds | — | — | $1.9M | 5.3% | |
| American Funds Target Date 2040 R6 | Mutual Funds | — | — | $1.7M | 4.6% | |
| American Funds Target Date 2050 R6 | Mutual Funds | — | — | $1.5M | 4.1% | |
| American Funds Target Date 2020 R6 | Mutual Funds | — | — | $1.4M | 4.0% | |
| Notes receivable from participants 3.25% - 8.50% | Bonds / Notes | — | — | $1.2M | 3.4% | |
| American Funds Target Date 2045 R6 | Mutual Funds | — | — | $1.1M | 3.1% | |
| Columbia Dividend Income Fund | Other securities | — | — | $985K | 2.7% | |
| Fidelity Investments Puritan Fund K Fund | Mutual Funds | — | — | $937K | 2.6% | |
| Vanguard Small Cap Value Index Admiral Shares Fund | Mutual Funds | — | — | $801K | 2.2% | |
| Fidelity Investments Diversified International K Fund | Mutual Funds | — | — | $754K | 2.1% | |
| Fidelity Investments Investment Grade Bond Fund | Mutual Funds | — | — | $641K | 1.8% | |
| American Funds Target Date 2055 R6 | Mutual Funds | — | — | $591K | 1.6% | |
| Invesco Discover Fund Class R6 | Mutual Funds | — | — | $546K | 1.5% | |
| American Funds Target Date 2060 R6 | Mutual Funds | — | — | $379K | 1.1% | |
| Janus Henderson VIT Enterprise Portoflio Institutional Class Fund | Mutual Funds | — | — | $356K | 1.0% | |
| Dodge & Cox Funds International Stock Fund | Mutual Funds | — | — | $342K | 1.0% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $286K | 0.8% | |
| American Funds Target Date 2010 R6 | Mutual Funds | — | — | $151K | 0.4% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $145K | 0.4% | |
| Fidelity Investments Global ex U.S. Index Fund | Common Collective Trusts | — | — | $90K | 0.3% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $56K | 0.2% | |
| American Funds Target Date 2065 R6 | Mutual Funds | — | — | $33K | <0.1% | |
| American Funds Target Date 2015 R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $10K |
| — |
