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Original filing (PDF)20250730132320NAL0002395315001
AGRELIANT GENETICS, LLC
Form 5500
FILING_RECEIVED
AGRELIANT GENETICS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
668
Accounts w/ balance
1,002
Plan assets (EOY)
$164.2M
Net assets (EOY)
$164.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGRELIANT GENETICS, LLC.
Plan sponsor
Name
AGRELIANT GENETICS, LLC
EIN
35-2109761
Address
1122 E. 169TH STREET · WESTFIELD, IN · 46074
Phone
(317) 896-5556
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
BLUE & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$54K | — |
Investments
33 direct securities · 14 pooled funds· $240.9M(100% of reported assets)
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.
Uncategorized
$156.3M
33 holdings
Common Collective Trust
$84.7M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $20.5M | 12.5% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $14.0M | 8.5% | |
| Capital Group 2050 Target Date Retirement Fund Collective Trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $5.0M | 3.1% | |
| Putnam Dynamic Asset Allocation Growth Fund Mutual Fund | — | — | — | $4.4M | 2.7% | |
| Putnam Dynamic Asset Allocation Balanced Fund Mutual Fund | — | — | — | $3.6M | 2.2% | |
| Capital Group 2020 Target Date Retirement Fund Collective Trust | — | — | — | $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 | — | — | — | $3.2M | 1.9% | |
| Capital Group 2025 Target Date Retirement Fund Collective Trust | — | — | — | $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 | — | — | — | $2.4M | 1.4% | |
| DFA U.S. Targeted Value Fund Mutual Fund | — | — | — | $2.3M | 1.4% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $2.2M | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $2.0M | 1.2% | |
| T. Rowe Mid-Cap Value Fund Mutual Fund | — | — | — | $1.9M | 1.2% | |
| American Funds Capital World Growth and Income Fund Mutual Fund | — | — | — | $1.9M | 1.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $1.5M | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.4M | 0.9% | |
| Manning & Napier High Yield Bond Fund Mutual Fund | — | — | — | $1.4M | 0.9% | |
| Self directed brokerage account Common stocks, mutual funds and cash | — | — | — | $1.0M | 0.6% | |
| Capital Group 2065 Target Date Retirement Fund Collective Trust | — | — | — | $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 | — | — | — | $652K | 0.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $569K | 0.3% | |
| Putnam Dynamic Asset Allocation Conservative Fund Mutual Fund | — | — | — | $458K | 0.3% | |
| Capital Group 2015 Target Date Retirement Fund Collective Trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $6K | <0.1% | |
| CG 2070 TD BLEND TD2 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 570 | Common Collective Trust | — | — | $6K | <0.1% |
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