How big is Agrex Inc.'s plan?

Agrex Inc.'s plan reported $21.7M in assets and 106 participants for 2024.

Original filing (PDF)20250909122952NAL0020216337001

Agrex Inc.

Name: Agrex Inc. — Agrex Inc. 401(k) Plan, Form 5500 (2024)
Creator: Agrex Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Agrex Inc. 401(k) Plan

401(k) retirement plan · Agrex Inc.'s Agrex Inc. 401(k) Plan held $21.7M in plan assets for 106 participants in 2024, with Empower as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

106

Accounts w/ balance

141

Plan assets (EOY)

$21.7M

Net assets (EOY)

$21.7M

People on this filing

AMY Ashlock signed Agrex Inc.'s 2024 Form 5500 as plan administrator.

AMY Ashlock — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Agrex Inc.'s EIN is 48-0803402.

EIN 48-0803402

Plan number 002

Plan year 2024

ACK ID 20250909122952NAL0020216337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agrex Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agrex Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGREX INC..

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How this plan invests

This plan

9 pooled trusts

Schedule D

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

AGREX INC.

EIN

all filings

Address

9401 INDIAN CREEK PARKWAY SUITE 145 · OVERLAND PARK, KS · 66210

Phone

(913) 851-6353

Industry

Wholesale Trade

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

2025-09-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$13K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

47 direct securities · 9 pooled funds· $21.1M(97% 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.

Mutual Funds

$15.2M

21 holdings

Other securities

$4.0M

20 holdings

Common Collective Trusts

$1.1M

2 holdings

Stable Value

$294K

1 holding

Bonds / Notes

$262K

1 holding

U.S. Treasuries

$180K

1 holding

Self-Directed Brokerage

$61K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$2.7M Goldman Sachs$784K Vanguard$741K Dimensional / DFA$611K Wells Fargo / Allspring$243K T. Rowe Price$192K PIMCO$180K American Funds (Capital Group)$166K Janus Henderson

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER FINANCIAL SERVICES, INC.	—	GREENWOOD VILLAGE, CO	BROKERAGE SERVICES	$10	—
EMPOWER FINANCIAL SERVICES, INC.	—	GREENWOOD VILLAGE, CO	BROKERAGE SERVICES	$0	—

					% of plan
Putnam Retirement Advantage 2035 Mutual fund	Mutual Funds	—	—	$3.8M	17.3%
Putnam Retirement Advantage 2025 Mutual fund	Mutual Funds	—	—	$3.5M	16.1%
Putnam Retirement Advantage 2030 Mutual fund	Mutual Funds	—	—	$2.7M	12.4%
BlackRock LifePath Index 2045 Mutual fund	Other securities	—	—	$1.2M	5.6%
Putnam Retirement Advantage 2040 Mutual fund	Mutual Funds	—	—	$1.2M	5.5%
Putnam Retirement Advantage 2050 Mutual fund	Mutual Funds	—	—	$1.0M	4.7%
iShares S&P 500 Index Mutual fund	Common Collective Trusts	—	—	$942K	4.3%
AB Large Cap Growth Mutual fund	Other securities	—	—	$846K	3.9%
Goldman Sachs Large Cap Growth Insights Mutual fund	Other securities	—	—	$767K	3.5%
Putnam Retirement Advantage 2060 Mutual fund	Mutual Funds	—	—	$600K	2.8%
Vanguard Mid-Cap Growth Index Mutual fund	Mutual Funds	—	—	$496K	2.3%
DFA US Targeted Value Mutual fund	Mutual Funds	—	—	$388K	1.8%
Putnam Retirement Advantage 2055 Mutual fund	Mutual Funds	—	—	$355K	1.6%
Putnam Retirement Advantage 2045 Mutual fund	Mutual Funds	—	—	$347K	1.6%
Key Guaranteed Portfolio Fund Guaranteed investment contract	Stable Value	—	—	$294K	1.4%
Various participants, interest rate * Notes receivable from participants range of 3.25% - 9.50%	Bonds / Notes	—	—	$262K	1.2%
DFA International Value Mutual fund 610 DFA US Large Cap Value Mutual fund	Mutual Funds	—	—	$223K	1.0%
PIMCO Long-term Credit Bond Mutual fund	U.S. Treasuries	—	—	$180K	0.8%
iShares MSCI EAFE International Index Mutual fund	Other securities	—	—	$168K	0.8%
Vanguard Explorer Mutual fund	Mutual Funds	—	—	$157K	0.7%
BlackRock High Yield Bond Mutual fund	Other securities	—	—	$147K	0.7%
T. Rowe Price Mid-Cap Growth Mutual fund	Other securities	—	—	$132K	0.6%
Cohen & Steers Real Estate Securities Mutual fund	Other securities	—	—	$132K	0.6%
Allspring Special Mid Cap Value Fund Mutual fund	Other securities	—	—	$126K	0.6%
Allspring Disciplined US Core Fund Mutual fund	Other securities	—	—	$117K	0.5%
MFS Research International Mutual fund	Mutual Funds	—	—	$113K	0.5%
iShares Russell 2000 Small-Cap Index Mutual fund	Common Collective Trusts	—	—	$111K	0.5%
American Funds New World Mutual fund	Mutual Funds	—	—	$91K	0.4%
Vanguard Emerging Mkts Stock Index Mutual fund	Mutual Funds	—	—	$89K	0.4%
American Funds US Government Sec Mutual fund	Mutual Funds	—	—	$74K	0.3%
Janus Henderson Triton Mutual fund	Mutual Funds	—	—	$72K	0.3%
Empower Financial Services, Inc. Self-directed brokerage account	Self-Directed Brokerage	—	—	$61K	0.3%
Putnam Retirement Advantage 2065 Mutual fund 12 T. Rowe Price Dividend Growth Mutual fund	Mutual Funds	—	—	$60K	0.3%
BlackRock LifePath Index 2050 Mutual fund	Other securities	—	—	$47K	0.2%
Parametric Commodity Strategy Fund Mutual fund	Other securities	—	—	$45K	0.2%
Baird Core Plus Bond Mutual fund	Other securities	—	—	$45K	0.2%
American Beacon Small Cap Value Mutual fund	Other securities	—	—	$39K	0.2%
VOYA Intermediate Bond Mutual fund	Other securities	—	—	$38K	0.2%
Macquarie Value Mutual fund	Other securities	—	—	$36K	0.2%
BlackRock LifePath Index 2060 Mutual fund	Other securities	—	—	$31K	0.1%
MFS International New Discovery Mutual fund	Mutual Funds	—	—	$29K	0.1%
Goldman Sachs GQG Partners Intl Opps Mutual fund	Other securities	—	—	$17K	<0.1%
BlackRock LifePath Index 2035 Mutual fund	Other securities	—	—	$16K	<0.1%
BlackRock LifePath Index 2065 Mutual fund	Other securities	—	—	$13K	<0.1%
BlackRock Strategic Global Bond Mutual fund	Other securities	—	—	$9K	<0.1%
Invesco Oppenheimer Int'l Diversified Mutual fund	Mutual Funds	—	—	$8K	<0.1%
Templeton Foreign Fund Mutual fund	Mutual Funds	—	—	$2K	<0.1%
PUTNAM RETIREMENT ADVAN TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273	Common Collective Trust	—	—	$0	<0.1%
PUTNAM RETIREMENT ADVAN TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268	Common Collective Trust	—	—	$0	<0.1%
PUTNAM RETIREMENT ADVAN TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258	Common Collective Trust	—	—	$0	<0.1%

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