Donald Scoggin signed Agility DGS Holdings, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agility DGS Holdings, Inc.'s EIN is 20-5203332.
Download the official 2022 Form 5500 (PDF) for Agility DGS Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Agility DGS Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH AD | 47-5476782 | — | INVESTMENT ADVISORY | $11K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.5M | 19.9% | |
| Vanguard Windsor II Adm Fund Mutual Fund | Mutual Funds | — | — | $943K | 12.8% | |
| Principal MidCap SA-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $644K | 8.7% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $644K | 8.7% | |
| Amer Century SmCap Value R6 Fund Mutual Fund | Other securities | — | — | $573K | 7.8% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $540K | 7.3% | |
| Vanguard Wellington Adm Fund Mutual Fund | Mutual Funds | — | — | $439K | 5.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $316K | 4.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $309K | 4.2% | |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $279K | 3.8% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $276K | 3.7% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $255K | 3.5% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $220K | 3.0% | |
| PIONEER BOND FUND TRUST R1 WILMINGTON TRUST, N.A. · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $142K | 1.9% | |
| PGIM High Yield R6 Fund Mutual Fund | Other securities | — | — | $136K | 1.8% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $113K | 1.5% | |
| Principal LifeTime 2010 SA-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $102K | 1.4% | |
| PRIN LIFETM 2010 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | — | — | $102K | 1.4% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $99K | 1.3% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $98K | 1.3% | |
| Notes receivable from participants 5.25% - 9.00% | Bonds / Notes | — | — | $97K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $69K | 0.9% | |
| (E) | Other securities | — | — | $67K | 0.9% | |
| Alger Capital App Z Fund Mutual Fund | Other securities | — | — | $67K | 0.9% | |
| PIMCO Real Return Instl Fund Mutual Fund | Mutual Funds | — | — | $57K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $46K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $28K | 0.4% | |
| Vanguard Explorer Adm Fund Mutual Fund | Mutual Funds | — | — | $15K | 0.2% | |
| INTERNATIONAL GROWTH II R1 FD WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $8K | 0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $7K | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Victory Sycamore Est Value R6 Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| JP Morgan Large Cap Gr R6 Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% |
