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Original filing (PDF)20251010092843NAL0007868337001
AGRA CONSTRUCTION CO.
Form 5500
FILING_RECEIVED
AGRA CONSTRUCTION CO. 401(K) PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
115
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGRA CONSTRUCTION CO..
Plan sponsor
Name
AGRA CONSTRUCTION CO.
EIN
39-1946973
Address
1211 W WATER ST. · MERRILL, WI · 54452
Phone
(715) 536-9584
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODTRUST BANK, N.A. | 39-0720440 | — | NONE | $51K | — |
Investments
30 direct securities· $8.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $1.1M | 13.3% | |
| William Blair William Blair Large Cap Growth Fund | — | — | — | $724K | 9.0% | |
| AMG Funds AMG Yacktman Fund | — | — | — | $701K | 8.7% | |
| Dodge & Cox Dodge & Cox Stock Fund Class I | — | — | — | $690K | 8.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $414K | 5.2% | |
| Baird Intermediate Bond Fund Class Institutional | — | — | — | $411K | 5.1% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | — | — | — | $340K | 4.2% | |
| Seafarer Overseas Growth and Income Fund | — | — | — | $338K | 4.2% | |
| JPMorgan Small Cap Growth Fund R6 | — | — | — | $319K | 4.0% | |
| Janus Henderson Janus Henderson Small Cap Value Fund Class N | — | — | — | $314K | 3.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $308K | 3.8% | |
| MFS International Equity Fund Class I R6 | — | — | — | $296K | 3.7% | |
| Oakmark International Fund Class Institutional | — | — | — | $295K | 3.7% | |
| Vanguard Mid Cap Value Index Fund Admiral Shares | — | — | — | $219K | 2.7% | |
| Baird Mid Cap Growth Fund Institutional Class | — | — | — | $210K | 2.6% | |
| JPMorgan Core Bond Fund Class I R6 | — | — | — | $204K | 2.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $203K | 2.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $197K | 2.5% | |
| Fidelity Investments Money Market Government Institutional | — | — | — | $143K | 1.8% | |
| Vanguard Short Term Investment Grade Fund Vanguard Admiral Shares | — | — | — | $138K | 1.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $85K | 1.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $75K | 0.9% | |
| BlackRock High Yield Bond Portfolio Class K | — | — | — | $70K | 0.9% | |
| Franklin Templeton Global Bond Fund R6 | — | — | — | $64K | 0.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $49K | 0.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $45K | 0.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $41K | 0.5% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $29K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $28K | 0.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $11K | 0.1% |
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