TARA Jarvis signed Agreliant Genetics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agreliant Genetics, LLC's EIN is 35-2109761.
Download the official 2024 Form 5500 (PDF) for Agreliant Genetics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agreliant Genetics, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $20.5M | 12.5% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $14.0M | 8.5% | |
| Capital Group 2050 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $12.5M | 7.6% | |
| CG 2050 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $12.5M | 7.6% | |
| Capital Group 2035 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $12.3M | 7.5% | |
| CG 2035 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $12.3M | 7.5% | |
| Capital Group 2040 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $12.0M | 7.3% | |
| CG 2040 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $12.0M | 7.3% | |
| Capital Group 2045 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $11.5M | 7.0% | |
| CG 2045 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $11.5M | 7.0% | |
| Capital Group 2055 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $10.2M | 6.2% | |
| CG 2055 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $10.2M | 6.2% | |
| Vanguard Equity-Income Fund Mutual Fund | Mutual Funds | — | — | $8.2M | 5.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.9M | 4.2% | |
| Capital Group 2030 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $6.7M | 4.1% | |
| CG 2030 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $6.7M | 4.1% | |
| Capital Group 2060 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $5.2M | 3.2% | |
| CG 2060 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $5.2M | 3.2% | |
| Invesco Discovery Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $5.0M | 3.1% | |
| Putnam Dynamic Asset Allocation Growth Fund Mutual Fund | Mutual Funds | — | — | $4.4M | 2.7% | |
| Putnam Dynamic Asset Allocation Balanced Fund Mutual Fund | Mutual Funds | — | — | $3.6M | 2.2% | |
| Capital Group 2020 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $3.4M | 2.1% | |
| CG 2020 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $3.4M | 2.1% | |
| Fidelity Government Money Market Fund Mutual Fund ** 18 * Fidelity International Capital Appreciation Fund Mutual Fund | Mutual Funds | — | — | $3.2M | 1.9% | |
| Capital Group 2025 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $3.0M | 1.8% | |
| CG 2025 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $3.0M | 1.8% | |
| Fidelity Total Bond Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 1.4% | |
| DFA U.S. Targeted Value Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 1.4% | |
| Fidelity Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.0M | 1.2% | |
| T. Rowe Mid-Cap Value Fund Mutual Fund | Other securities | — | — | $1.9M | 1.2% | |
| American Funds Capital World Growth and Income Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 1.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 0.9% | |
| Manning & Napier High Yield Bond Fund Mutual Fund | Other securities | — | — | $1.4M | 0.9% | |
| Self directed brokerage account Common stocks, mutual funds and cash | Self-Directed Brokerage | — | — | $1.0M | 0.6% | |
| Capital Group 2065 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $748K | 0.5% | |
| CG 2065 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $748K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $652K | 0.4% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $569K | 0.3% | |
| Putnam Dynamic Asset Allocation Conservative Fund Mutual Fund | Mutual Funds | — | — | $458K | 0.3% | |
| Capital Group 2015 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $174K | 0.1% | |
| CG 2015 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $174K | 0.1% | |
| Capital Group 2010 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $12K | <0.1% | |
| CG 2010 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $12K | <0.1% | |
| Capital Group 2070 Target Date Retirement Fund Collective Trust | Common Collective Trusts | — | — | $6K | <0.1% | |
| CG 2070 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 570 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
