Brent Evans signed Agstate's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agstate's EIN is 42-0243900.
Download the official 2024 Form 5500 (PDF) for Agstate from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agstate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $0 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Intellicents Moderately Aggressive CIF Collective Trust Fund N/A | Common Collective Trusts | — | — | $2.5M | 18.0% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 052 | Common Collective Trust | — | — | $1.8M | 12.7% | |
| EI Fixed Account - Series Class I Fixed Annuity N/A | Other securities | — | — | $1.8M | 12.5% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $1.3M | 9.0% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 057 | Common Collective Trust | — | — | $786K | 5.6% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 050 | Common Collective Trust | — | — | $625K | 4.5% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $546K | 3.9% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 049 | Common Collective Trust | — | — | $444K | 3.2% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $437K | 3.1% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $417K | 3.0% | |
| Fidelity Large Cap Growth Index Mutual Fund N/A | Mutual Funds | — | — | $393K | 2.8% | |
| T. Rowe Price New Horizons I Mutual Fund N/A | Other securities | — | — | $359K | 2.6% | |
| Fidelity Large Cap Value Index Mutual Fund N/A | Mutual Funds | — | — | $301K | 2.1% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 078 | Common Collective Trust | — | — | $220K | 1.6% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 051 | Common Collective Trust | — | — | $217K | 1.5% | |
| Fidelity Mid Cap Value Index Mutual Fund N/A | Mutual Funds | — | — | $206K | 1.5% | |
| MFS International Diversification Mutual Fund N/A | Mutual Funds | — | — | $203K | 1.4% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $197K | 1.4% | |
| Intellicents Aggressive CIF Collective Trust Fund N/A | Common Collective Trusts | — | — | $194K | 1.4% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 058 | Common Collective Trust | — | — | $178K | 1.3% | |
| Fidelity Small Cap Growth Index Mutual Fund N/A | Mutual Funds | — | — | $162K | 1.2% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 001 | Common Collective Trust | — | — | $131K | 0.9% | |
| Notes Receivable from Participants Maturing 2025-2029 at interest rates of 4.50 - 9.50% - | Bonds / Notes | — | — | $125K | 0.9% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $118K | 0.8% | |
| American Century Emerging Markets Mutual Fund N/A | Other securities | — | — | $98K | 0.7% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $85K | 0.6% | |
| PIMCO Income Mutual Fund N/A | Mutual Funds | — | — | $72K | 0.5% | |
| Fidelity Real Estate Index Institutional Mutual Fund N/A | Mutual Funds | — | — | $68K | 0.5% | |
| Blackrock Core Bond K Mutual Fund N/A | Other securities | — | — | $32K | 0.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $22K | 0.2% | |
| Fidelity Small Cap Value Index Mutual Fund N/A | Mutual Funds | — | — | $18K | 0.1% | |
| American Century Mid Cap Value R6 Mutual Fund N/A | Other securities | — | — | $15K | 0.1% | |
| Fidelity Inflation Protected Bond Index Mutual Fund N/A | Mutual Funds | — | — | $12K | <0.1% | |
| PIMCO CommoditiesPLUS Strategy Instl Mutual Fund N/A | Mutual Funds | — | — | $10K | <0.1% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| Blackrock Technology Opportunities K Mutual Fund N/A | Other securities | — | — | $5K | <0.1% | |
| T. Rowe Price Health Sciences Mutual Fund N/A | Other securities | — | — | $5K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 053 | Common Collective Trust | — | — | $54 | <0.1% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $34 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 054 | 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 | $14K | — |
