Agamerica Lending LLC's EIN is 27-0516064.
Download the official 2024 Form 5500 (PDF) for Agamerica Lending LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agamerica Lending LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $15K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANET A PANEBIANCO, CPA, PLLC | 71-1039549 | — | CONTRACT ADMINISTRATOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 22.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.1M | 10.6% | |
| American Funds NewWorld R6 | Mutual Funds | — | — | $1.1M | 10.1% | |
| Nuveen Large Cap Gr Indx R6 | Mutual Funds | — | — | $981K | 9.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $954K | 8.9% | |
| Invesco Small Cap Value R6 Fd | Mutual Funds | — | — | $807K | 7.6% | |
| American Funds AmerMut R6 Fd | Mutual Funds | — | — | $719K | 6.7% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $501K | 4.7% | |
| Fidelity Frdm Idx 2030 Inv Fd | Common Collective Trusts | — | — | $499K | 4.7% | |
| Fidelity Frdm Idx 2045 Inv Fd | Common Collective Trusts | — | — | $355K | 3.3% | |
| PGIM Jennison Small Co R6 Fd | Common Stocks | — | — | $319K | 3.0% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $294K | 2.7% | |
| Fidelity Frdm Idx 2065 Inv Fd | Common Collective Trusts | — | — | $140K | 1.3% | |
| Fidelity Frdm Idx 2055 Inv Fd | Common Collective Trusts | — | — | $116K | 1.1% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $80K | 0.7% | |
| Fidelity Frdm Idx 2060 Inv Fd | Common Collective Trusts | — | — | $53K | 0.5% | |
| Am Fds Am Hi-Inc Trust R6 Fund | Common Stocks | — | — | $44K | 0.4% | |
| Lord Abbett Sht Drtn Inc R6 Fd | Mutual Funds | — | — | $28K | 0.3% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | — | $22K | 0.2% | |
| Secs Sep Acct+ | Real Estate | — | — | $21K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $21K | 0.2% | |
| Fidelity Frdm Idx 2050 Inv Fd | Common Collective Trusts | — | — | $19K | 0.2% | |
| Pioneer Bond K Fund | Other securities | — | — | $17K | 0.2% | |
| Fidelity Frdm Idx 2040 Inv Fd | Common Collective Trusts | — | — | $12K | 0.1% | |
| Notes receivable from participants (4.25%-10.50%) | Bonds / Notes | — | — | $11K | 0.1% | |
| Fidelity Frdm Idx Inc Inv Fd | Common Collective Trusts | — | — | $2K | <0.1% |
