Aggietech Investments Inc.'s EIN is 20-1112488.
Download the official 2024 Form 5500 (PDF) for Aggietech Investments Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aggietech Investments Inc.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | ST PETERSBURG, FL | OTHER | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $1.1M | 21.8% | |
| American Funds 2040 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $790K | 15.7% | |
| American Funds 2050 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $688K | 13.7% | |
| American Funds 2030 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $668K | 13.3% | |
| American Funds 2055 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $453K | 9.0% | |
| American Funds 2025 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $330K | 6.6% | |
| American Funds 2060 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $303K | 6.0% | |
| American Funds 2045 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $271K | 5.4% | |
| Bearing interest at * Notes receivable from participants 4.25 to 9.50% - | Bonds / Notes | — | — | $216K | 4.3% | |
| s * American Funds 2015 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $94K | 1.9% | |
| American Funds 2065 Trgt Date Fund R6 Mutual funds N/A | Mutual Funds | — | — | $42K | 0.8% | |
| American Funds 2020 Trgt Date Retire R6 Mutual funds N/A | Mutual Funds | — | — | $25K | 0.5% | |
| Cohen & Steers Real Estate Securities Z Mutual funds N/A | Other securities | — | — | $25K | 0.5% | |
| American Funds US Govt Money Market Mutual funds N/A | Mutual Funds | — | — | $23K | 0.5% | |
| American Funds New Perspective R6 Mutual funds N/A | Mutual Funds | — | — | $5K | 0.1% | |
| Blackrock High Yield Instl Mutual funds N/A | Other securities | — | — | $2K | <0.1% | |
| American Funds 2070 Trgt Date Fund R6 Mutual funds N/A | Mutual Funds | — | — | $2K | <0.1% | |
| EB MAGIC 95 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
