Kelly Hayertz signed Innovative AG Services Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative AG Services Co.'s EIN is 20-2096489.
Download the official 2024 Form 5500 (PDF) for Innovative AG Services Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative AG Services Co.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2934414 | — | NONE | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $4.9M | $9.0M | 13.6% | |
| Fidelity Real Estate Index Fund Mutual Fund 341,514 shares | Common Collective Trusts | — | $5.4M | $5.6M | 8.5% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $3.2M | $5.5M | 8.2% | |
| TCW MetWest Total Return Bond Fund Class I Mutual Fund 582,117 shares | Other securities | — | $6.1M | $5.3M | 7.9% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $4.8M | $5.2M | 7.9% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $4.9M | $5.2M | 7.8% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $3.4M | $5.2M | 7.8% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund Mutual Fund 488,789 shares | Other securities | — | $3.7M | $3.8M | 5.7% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $2.5M | $3.7M | 5.5% | |
| American Funds Europacific Growth R6 Fund Mutual Fund 67,007 shares | Mutual Funds | — | $3.7M | $3.7M | 5.5% | |
| PFG/MULTI-MANAGER SMALL CAP CIT F SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $1.9M | $2.7M | 4.1% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $1.9M | $2.6M | 3.9% | |
| Invesco Oppenheimer International Growth R6 Fund Mutual Fund 557,106 shares | Mutual Funds | — | $2.9M | $2.5M | 3.7% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $1.2M | $2.4M | 3.6% | |
| Fidelity Emerging Markets Index Fund Mutual Fund 175,988 shares | Common Collective Trusts | — | $1.9M | $1.9M | 2.9% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund 218,028 shares | Mutual Funds | — | $1.9M | $1.7M | 2.6% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $518K | $518K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
