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Original filing (PDF)20251015160512NAL0006868016001
AG LEADER TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
AG LEADER TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
287
Accounts w/ balance
355
Plan assets (EOY)
$50.1M
Net assets (EOY)
$50.1M
How this plan invests
This plan
1 pooled trust
Schedule D
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 120% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AG LEADER TECHNOLOGY, INC..
Plan sponsor
Name
AG LEADER TECHNOLOGY, INC.
EIN
42-1449254
Address
2202 S. RIVERSIDE DRIVE · AMES, IA · 50010
Phone
(515) 817-6262
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
RSMUS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $177K | — |
Investments
52 direct securities · 1 pooled fund· $98.6M(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
$98.3M
52 holdings
Common Collective Trust
$332K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed funds Various | — | — | — | $9.5M | 18.9% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $9.4M | $9.4M | 18.8% | |
| BlackRock Ishares S&P 500 Index FD CL K | — | — | — | $5.5M | 10.9% | |
| JP Morgan JP Morgan US Value Fund R6 | — | — | — | $5.4M | 10.7% | |
| JPMORGAN US VALUE FUND R6 GM MUTUAL FUNDS | — | — | $4.2M | $5.1M | 10.2% | |
| Hartford Schroders Hartford Schroders Intl | — | — | — | $4.2M | 8.3% | |
| Amundi US Pioneer Fundamental Growth | — | — | — | $3.8M | 7.6% | |
| PIONEER FUNDAMENTAL GRTH K GM MUTUAL FUNDS | — | — | $3.0M | $3.4M | 6.9% | |
| JP Morgan JP Morgan Government Bond R6 | — | — | — | $3.3M | 6.5% | |
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | — | — | $2.4M | $3.2M | 6.3% | |
| JP MORGAN GOVERNMENT BD R6 GM MUTUAL FUNDS | — | — | $3.0M | $3.1M | 6.2% | |
| Lord Abbett Lord Abbett Income R6 | — | — | — | $2.7M | 5.4% | |
| John Hancock John Hancock Disciplined | — | — | — | $2.6M | 5.3% | |
| LORD ABBETT INCOME R6 GM MUTUAL FUNDS | — | — | $2.5M | $2.6M | 5.2% | |
| JOHN HANCOCK DISCIPLIND R6 GM MUTUAL FUNDS | — | — | $2.3M | $2.5M | 4.9% | |
| HARTFORD SCHRODERS INTL SDR GM MUTUAL FUNDS | — | — | $2.1M | $2.4M | 4.7% | |
| ISHARES S&P 500 INDEX CL K GM MUTUAL FUNDS | — | — | $1.7M | $2.3M | 4.6% | |
| Invesco Discovery Fund R6 | — | — | — | $2.2M | 4.4% | |
| Alliance Bernstein AB Discovery Growth Fund CL Z | — | — | — | $1.8M | 3.6% | |
| GOLDMAN SACHS SML CP VL A GM MUTUAL FUNDS 0 HARTFORD SCHRODERS INTL SDR MUTUAL FUNDS | — | — | $1.6M | $1.8M | 3.6% | |
| JP Morgan Principal High Yield Fund | — | — | — | $1.7M | 3.4% | |
| Columbia Threadneedle Columbia Small Cap VAL FD | — | — | — | $1.7M | 3.4% | |
| AB DISCOVERY GRTH FUND CL Z GM MUTUAL FUNDS | — | — | $1.2M | $1.6M | 3.3% | |
| Nuveen Real Estate Securities R6 | — | — | — | $1.6M | 3.2% | |
| INVESCO DISCOVERY FUND R6 GM MUTUAL FUNDS | — | — | $1.2M | $1.6M | 3.2% | |
| American Funds American New World Fund | — | — | — | $1.6M | 3.1% | |
| AMERICAN NEW WORLD FUND GM MUTUAL FUNDS | — | — | $1.3M | $1.4M | 2.9% | |
| PRINCIPAL HIGH YIELD CL R6 GM MUTUAL FUNDS | — | — | $1.3M | $1.4M | 2.8% | |
| NUVEEN REAL ESTATE SEC R6 GM MUTUAL FUNDS | — | — | $1.2M | $1.3M | 2.7% | |
| COLUMBIA SMALL CAP VAL FD GM MUTUAL FUNDS | — | — | $1.0M | $1.2M | 2.4% | |
| COLUMBIA MIDCAP INDEX FD MUTUAL FUNDS | — | — | $863K | $902K | 1.8% | |
| INVESCO DISCOVERY FUND R6 MUTUAL FUNDS | — | — | $538K | $620K | 1.2% | |
| BlackRock Ishares U.S. Aggregate BND K | — | — | — | $613K | 1.2% | |
| COLUMBIA SMALL CAP VAL FD MUTUAL FUNDS | — | — | $438K | $491K | 1.0% | |
| Noninterest-bearing cash 50 Vanguard Interest-bearing cash equivalent, Vanguard Federal | — | — | — | $381K | 0.8% | |
| PIONEER FUNDAMENTAL GRTH FD K MUTUAL FUNDS | — | — | $300K | $351K | 0.7% | |
| ACCRUED INCOME ACCRUED INCOME 246 COLUMBIA TR STBL HI QT ADMIN50 COMMON / COLLECTIVE TRUSTS | — | — | $317K | $332K | 0.7% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $332K | 0.7% | |
| PRINCIPAL HIGH YIELD FD CL R6 MUTUAL FUNDS | — | — | $273K | $285K | 0.6% | |
| LOAN FUND LOANS | — | — | $285K | $285K | 0.6% | |
| maturing through October 2029 | — | — | — | $285K | 0.6% | |
| NUVEEN REAL ESTATE SECURITI R6 MUTUAL FUNDS | — | — | $241K | $266K | 0.5% | |
| JPMORGAN US VALUE FUND R6 MUTUAL FUNDS | — | — | $226K | $262K | 0.5% | |
| BLF FEDFUND MONEY MARKET | — | — | $197K | $197K | 0.4% | |
| AB DISCOVERY GRTH FUND CL Z MUTUAL FUNDS | — | — | $138K | $177K | 0.4% | |
| JOHN HANCOCK DISCIPLIND VAL R6 MUTUAL FUNDS | — | — | $160K | $171K | 0.3% | |
| Columbia Threadneedle First Eagle Global Fund CL R6 | — | — | — | $161K | 0.3% | |
| JP MORGAN GOVERNMENT BD R6 MUTUAL FUNDS | — | — | $123K | $127K | 0.3% | |
| AMERICAN NEW WORLD FUND MUTUAL FUNDS | — | — | $108K | $113K | 0.2% | |
| VANGUARD FEDERAL MONEY INV GM MONEY MARKET | — | — | $97K | $97K | 0.2% | |
| VANGUARD FEDERAL MONEY MKT INV MONEY MARKET | — | — | $86K | $86K | 0.2% | |
| LORD ABBETT INCOME R6 MUTUAL FUNDS | — | — | $82K | $85K | 0.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $11K | $11K | <0.1% |
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