Brent Evans signed AG Plus Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AG Plus Cooperative's EIN is 41-0251170.
Download the official 2024 Form 5500 (PDF) for AG Plus Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AG Plus Cooperative'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 049 | Common Collective Trust | — | — | $940K | 13.0% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 051 | Common Collective Trust | — | — | $834K | 11.6% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 057 | Common Collective Trust | — | — | $802K | 11.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 050 | Common Collective Trust | — | — | $792K | 11.0% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $682K | 9.5% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 078 | Common Collective Trust | — | — | $569K | 7.9% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 053 | Common Collective Trust | — | — | $449K | 6.2% | |
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $331K | 4.6% | |
| Fidelity 500 Index (1) | Common Collective Trusts | — | — | $246K | 3.4% | |
| Fidelity Large Cap Value Index (1) | Mutual Funds | — | — | $214K | 3.0% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $213K | 3.0% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $210K | 2.9% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 052 | Common Collective Trust | — | — | $205K | 2.8% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $189K | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 058 | Common Collective Trust | — | — | $165K | 2.3% | |
| Fixed Annuities Great-West Investments Fixed Account – Series Class I (1) | Other securities | — | — | $85K | 1.2% | |
| Participant Loans * Participant Notes Interest Rates – 4.25% - 9.50% 0 | Bonds / Notes | — | — | $57K | 0.8% | |
| Fidelity Large Cap Growth Index (1) | Mutual Funds | — | — | $46K | 0.6% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $30K | 0.4% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $30K | 0.4% | |
| MFS International Diversification R6 (1) | Mutual Funds | — | — | $28K | 0.4% | |
| Fidelity Mid Cap Growth Index (1) | Mutual Funds | — | — | $23K | 0.3% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 000 | Common Collective Trust | — | — | $22K | 0.3% | |
| Fidelity Small Cap Growth Index (1) | Mutual Funds | — | — | $18K | 0.2% | |
| Fidelity Small Cap Index (1) | Mutual Funds | — | — | $15K | 0.2% | |
| PIMCO Income Fund Institutional (1) 14 T. Rowe Price Blue Chip Growth I (1) | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity Inflation Protected Bond Index (1) | Mutual Funds | — | — | $5K | <0.1% | |
| BlackRock Core Bond Portfolio Class K (1) | Mutual Funds | — | — | $2K | <0.1% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 054 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| UNITED BENEFITS GROUP | — | KANSAS CITY, MO | CONTRACT ADMIN | $7K | — |
