Stephanie Mistler signed AG-Power's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AG-Power's EIN is 20-4028562.
Download the official 2024 Form 5500 (PDF) for AG-Power from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AG-Power'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $1.7M | 15.2% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $1.6M | 14.5% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $1.5M | 13.3% | |
| JPMorgan SmartRetirement 2055 R6 | Other securities | — | — | $1.2M | 10.9% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $1.1M | 9.7% | |
| JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $770K | 6.8% | |
| PGIM Jennison Growth R6 | Other securities | — | — | $561K | 5.0% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $527K | 4.7% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $426K | 3.8% | |
| JPMorgan US Equity R6 | Other securities | — | — | $263K | 2.3% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $242K | 2.1% | |
| Vanguard Extended Market Idx Adm | Common Collective Trusts | — | — | $191K | 1.7% | |
| Hartford MidCap R6 | Other securities | — | — | $161K | 1.4% | |
| T. Rowe T. Rowe Integr US Small-Cap Gr Eq I | Other securities | — | — | $137K | 1.2% | |
| MFS Global Equity R6 | Mutual Funds | — | — | $126K | 1.1% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $57K | 0.5% | |
| American Beacon American Beacon International Eq R6 | Other securities | — | — | $41K | 0.4% | |
| Invesco Oppenheimer Int’l Growth R6 | Mutual Funds | — | — | $38K | 0.3% | |
| Principal SmallCap S&P 600 Index R-6 | Other securities | — | — | $26K | 0.2% | |
| JPMorgan J P Morgan Small Cap Value R6 | Other securities | — | — | $22K | 0.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $20K | 0.2% | |
| T. Rowe T. Rowe Price Real Estate I | Other securities | — | — | $2K | <0.1% | |
| JPMorgan J P Morgan Core Bond R6 98 Pioneer Strategic Income K | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
