Agendia, Inc.'s EIN is 26-2136244.
Download the official 2024 Form 5500 (PDF) for Agendia, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agendia, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORDKEEPER | — | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | CHICAGO, IL | THIRD PARTY ADMINISTRATO | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century American Century Retirement Date 2040 | Other securities | — | — | $2.3M | 12.4% | |
| AMCENT RTRMNTRDNS2040 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $2.3M | 12.4% | |
| American Century American Century Retirement Date 2035 | Other securities | — | — | $2.0M | 11.1% | |
| AMCENT RTRMNTRDNS2035 1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $2.0M | 11.1% | |
| AMCENT RTRMNTRDNS2025 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $2.0M | 11.1% | |
| AMCENT RTRMNTRDNS2050 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.9M | 10.7% | |
| American Century American Century Retirement Date 2050 | Other securities | — | — | $1.9M | 10.7% | |
| VNGRD 500 INDEX FD AS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.9M | 10.6% | |
| American Century American Century Retirement Date 2045 | Other securities | — | — | $1.7M | 9.1% | |
| AMCENT RTRMNTRDNS2045 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.7M | 9.1% | |
| American Century American Century Retirement Date 2030 | Other securities | — | — | $1.1M | 6.1% | |
| AMCENT RTRMNTRDNS2030 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.1M | 6.1% | |
| The Vanguard Group Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $581K | 3.2% | |
| VNGRD GR INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $581K | 3.2% | |
| American Century American Century Retirement Date 2060 | Other securities | — | — | $456K | 2.5% | |
| AMCENT RTRMNTRDNS2060 1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $456K | 2.5% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund Admiral Share | Common Collective Trusts | — | — | $448K | 2.5% | |
| VNGRD TTL BND MKT IDX ADM NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $448K | 2.5% | |
| VANGUARD DEVL MARKET INDEX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $380K | 2.1% | |
| AMCENT RTRMNTRDNSRTRMNT I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $355K | 1.9% | |
| American Century American Century Retirement Date 2055 | Other securities | — | — | $314K | 1.7% | |
| AMCENT RTRMNTRDNS2055 I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $314K | 1.7% | |
| through March 2043) | Other securities | — | — | $305K | 1.7% | |
| The Vanguard Group Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $270K | 1.5% | |
| VNGRD SMCAP GR INDX ADML NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $270K | 1.5% | |
| The Vanguard Group Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $201K | 1.1% | |
| VNGRD SM CAP INDX FD AS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $201K | 1.1% | |
| The Vanguard Group Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $179K | 1.0% | |
| VNGRD SMCAP VAL INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $179K | 1.0% | |
| Collective investment trust Federated Government Obligations Fund Premier | Common Collective Trusts | — | — | $172K | 0.9% | |
| FED HRMS GOV LBLGTNS PRMR NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $172K | 0.9% | |
| The Vanguard Group Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $169K | 0.9% | |
| VNGRD MDCAP GR INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $169K | 0.9% | |
| VNGRD MID-CAP IDX FD AS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $160K | 0.9% | |
| Fidelity Funds Fed Hrms Gov Oblgtns Prmr | Mutual Funds | — | — | $113K | 0.6% | |
| FID 500 INDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $113K | 0.6% | |
| The Vanguard Group Vanguard Emerging Markets Stock Index Fund Investor Shares | Common Collective Trusts | — | — | $99K | 0.5% | |
| VNGRD EMRG MKT STK INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $99K | 0.5% | |
| The Vanguard Group Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $93K | 0.5% | |
| VNGRD HI YLD CORP ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $93K | 0.5% | |
| The Vanguard Group Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $88K | 0.5% | |
| VNGRD VAL INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $88K | 0.5% | |
| Funds in registered investment companies (Continued) The Vanguard Group Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $77K | 0.4% | |
| VNGRD MDCAP VAL INDX ADM1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $77K | 0.4% | |
| * Nationwide Fixed Select Contract | Guaranteed Income / GIC | — | — | $64K | 0.4% | |
| Fidelity Funds Fidelity 500 Index | Common Collective Trusts | — | — | $56K | 0.3% | |
| FID INTL INDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $56K | 0.3% | |
| Diamond Hill Diamond Hill Mid Cap I | Other securities | — | — | $54K | 0.3% | |
| DODGECOX INTL STK I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $54K | 0.3% | |
| Goldman Sachs Goldman Sachs GQG tnrs Intl Opps R6 | Other securities | — | — | $53K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4311657 |
| AUSTIN, TX |
| FINANCIAL ADVISOR |
| — |
| — |
