ERIN Broderick signed AG US Group Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AG US Group Services Inc.'s EIN is 30-0953494.
Download the official 2024 Form 5500 (PDF) for AG US Group Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AG US Group Services 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $625 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $103.6M | 25.3% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $61.9M | 15.1% | |
| JANUS HNDRSN ENTERPRISE CT MS GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $30.0M | 7.3% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 225 | Common Collective Trust | — | — | $29.7M | 7.3% | |
| MORLEY STABLE VALUE FUND 20 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $23.8M | 5.8% | |
| MFS International Intrinsic Value Fund A Mutual Fund | Mutual Funds | — | — | $20.9M | 5.1% | |
| JPMorgan Small Cap Equity Fund R5 Mutual Fund | Other securities | — | — | $20.1M | 4.9% | |
| PGIM Total Return Bond Fund Z Mutual Fund | Other securities | — | — | $18.0M | 4.4% | |
| BlackRock LifePath Index 2040 Fund K Mutual Fund | Other securities | — | — | $12.1M | 3.0% | |
| BlackRock LifePath Index 2050 Fund K Mutual Fund | Other securities | — | — | $10.4M | 2.5% | |
| BlackRock LifePath Index 2035 Fund K Mutual Fund | Other securities | — | — | $10.2M | 2.5% | |
| BlackRock LifePath Index 2045 Fund K Mutual Fund | Other securities | — | — | $9.5M | 2.3% | |
| Fidelity Total Intl Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.6M | 1.6% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $6.5M | 1.6% | |
| JHancock Disciplined Value Mid Cap Fund A Mutual Fund | Other securities | — | — | $6.2M | 1.5% | |
| BlackRock LifePath Index 2030 Fund K Mutual Fund | Other securities | — | — | $6.1M | 1.5% | |
| BlackRock LifePath Index 2055 Fund K Mutual Fund | Other securities | — | — | $5.8M | 1.4% | |
| PIMCO Income Fund CL A Mutual Fund | Mutual Funds | — | — | $5.8M | 1.4% | |
| PGIM High Yield Fund A Mutual Fund | Other securities | — | — | $4.8M | 1.2% | |
| PIMCO Real Return Fund A Mutual Fund | Mutual Funds | — | — | $4.8M | 1.2% | |
| American New World Fund Mutual Fund | Other securities | — | — | $3.4M | 0.8% | |
| BlackRock LifePath Index 2060 Fund K Mutual Fund | Other securities | — | — | $2.1M | 0.5% | |
| Participant Loans * Loans with maturity dates in the range from 2025 through 2033 and bearing interest in a range of 4.25% - 9.50% | Bonds / Notes | — | — | $821K | 0.2% | |
| BlackRock LifePath Index 2065 Fund K Mutual Fund | Other securities | — | — | $424K | 0.1% | |
| Morley Stable Value Fund 20 (U) Common/Collective Trust Fund | Stable Value | — | — | $79K | <0.1% | |
| BLF Fedfund Money Market Fund | Cash / Money Market | — | — | $2K | <0.1% |
