AG Express Electronics, Inc.'s EIN is 42-1377440.
Download the official 2024 Form 5500 (PDF) for AG Express Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AG Express Electronics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | 26-1314502 | CHICAGO, IL | ADVISORY FEE | $34K | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 13.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 13.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 13.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $906K | 10.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $730K | 8.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $686K | 8.2% | |
| Self-directed brokerage accounts Self-directed brokerage | Self-Directed Brokerage | — | — | $631K | 7.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $503K | 6.0% | |
| PRINCIPAL LIFETIME HYBIRD 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $318K | 3.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $145K | 1.7% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $123K | 1.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $102K | 1.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $99K | 1.2% | |
| DFA US Large Cap Growth Portfolio Mutual fund | Mutual Funds | — | — | $52K | 0.6% | |
| Principal Capital Appreciation Pooled separate account | Pooled Separate Accounts | — | — | $50K | 0.6% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $50K | 0.6% | |
| Janus Henderson Enterprises N Mutual fund | Mutual Funds | — | — | $44K | 0.5% | |
| Fidelity Advantage High Income Advantage Mutual fund | Mutual Funds | — | — | $43K | 0.5% | |
| Invesco Common Stock Mutual fund | Mutual Funds | — | — | $43K | 0.5% | |
| Principal Mid Cap S&P 400 Pooled separate account | Pooled Separate Accounts | — | — | $31K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $31K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $29K | 0.4% | |
| Fidelity Advantage International Cap Mutual fund | Mutual Funds | — | — | $19K | 0.2% | |
| Principal Small Cap S&P 600 Pooled separate account | Pooled Separate Accounts | — | — | $17K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $17K | 0.2% | |
| DFA US Small Cap Growth Institutional Mutual fund | Mutual Funds | — | — | $17K | 0.2% | |
| Principal Overseas Pooled separate account | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| PRINCIPAL OVERSEEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $15K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $15K | 0.2% | |
| Nuveen Inflation Linked Bond Mutual fund | Mutual Funds | — | — | $13K | 0.2% | |
| DFA Emerging Market Core Equity Mutual fund | Mutual Funds | — | — | $6K | <0.1% | |
| Principal Lifetime Hybrid Income Common collective trust | Common Collective Trusts | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5K | <0.1% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $4K | <0.1% | |
| DFA US Small Cap Value Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Fidelity Advantage Value Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
