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Original filing (PDF)20250909122952NAL0020216337001
AGREX INC.
Form 5500
FILING_RECEIVED
AGREX INC. 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
141
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
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 (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGREX INC..
Plan sponsor
Name
AGREX INC.
EIN
48-0803402
Address
9401 INDIAN CREEK PARKWAY SUITE 145 · OVERLAND PARK, KS · 66210
Phone
(913) 851-6353
Industry
Wholesale Tradesee 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
2025-09-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY, & MCMULLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $16K | — |
Broker
2| 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 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
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.
Uncategorized
$21.1M
47 holdings
Common Collective Trust
$0
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Retirement Advantage 2035 Mutual fund | — | — | — | $3.8M | 17.3% | |
| Putnam Retirement Advantage 2025 Mutual fund | — | — | — | $3.5M | 16.1% | |
| Putnam Retirement Advantage 2030 Mutual fund | — | — | — | $2.7M | 12.4% | |
| BlackRock LifePath Index 2045 Mutual fund | — | — | — | $1.2M | 5.6% | |
| Putnam Retirement Advantage 2040 Mutual fund | — | — | — | $1.2M | 5.5% | |
| Putnam Retirement Advantage 2050 Mutual fund | — | — | — | $1.0M | 4.7% | |
| iShares S&P 500 Index Mutual fund | — | — | — | $942K | 4.3% | |
| AB Large Cap Growth Mutual fund | — | — | — | $846K | 3.9% | |
| Goldman Sachs Large Cap Growth Insights Mutual fund | — | — | — | $767K | 3.5% | |
| Putnam Retirement Advantage 2060 Mutual fund | — | — | — | $600K | 2.8% | |
| Vanguard Mid-Cap Growth Index Mutual fund | — | — | — | $496K | 2.3% | |
| DFA US Targeted Value Mutual fund | — | — | — | $388K | 1.8% | |
| Putnam Retirement Advantage 2055 Mutual fund | — | — | — | $355K | 1.6% | |
| Putnam Retirement Advantage 2045 Mutual fund | — | — | — | $347K | 1.6% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | — | — | — | $294K | 1.4% | |
| Various participants, interest rate * Notes receivable from participants range of 3.25% - 9.50% | — | — | — | $262K | 1.2% | |
| DFA International Value Mutual fund 610 DFA US Large Cap Value Mutual fund | — | — | — | $223K | 1.0% | |
| PIMCO Long-term Credit Bond Mutual fund | — | — | — | $180K | 0.8% | |
| iShares MSCI EAFE International Index Mutual fund | — | — | — | $168K | 0.8% | |
| Vanguard Explorer Mutual fund | — | — | — | $157K | 0.7% | |
| BlackRock High Yield Bond Mutual fund | — | — | — | $147K | 0.7% | |
| T. Rowe Price Mid-Cap Growth Mutual fund | — | — | — | $132K | 0.6% | |
| Cohen & Steers Real Estate Securities Mutual fund | — | — | — | $132K | 0.6% | |
| Allspring Special Mid Cap Value Fund Mutual fund | — | — | — | $126K | 0.6% | |
| Allspring Disciplined US Core Fund Mutual fund | — | — | — | $117K | 0.5% | |
| MFS Research International Mutual fund | — | — | — | $113K | 0.5% | |
| iShares Russell 2000 Small-Cap Index Mutual fund | — | — | — | $111K | 0.5% | |
| American Funds New World Mutual fund | — | — | — | $91K | 0.4% | |
| Vanguard Emerging Mkts Stock Index Mutual fund | — | — | — | $89K | 0.4% | |
| American Funds US Government Sec Mutual fund | — | — | — | $74K | 0.3% | |
| Janus Henderson Triton Mutual fund | — | — | — | $72K | 0.3% | |
| Empower Financial Services, Inc. Self-directed brokerage account | — | — | — | $61K | 0.3% | |
| Putnam Retirement Advantage 2065 Mutual fund 12 T. Rowe Price Dividend Growth Mutual fund | — | — | — | $60K | 0.3% | |
| BlackRock LifePath Index 2050 Mutual fund | — | — | — | $47K | 0.2% | |
| Parametric Commodity Strategy Fund Mutual fund | — | — | — | $45K | 0.2% | |
| Baird Core Plus Bond Mutual fund | — | — | — | $45K | 0.2% | |
| American Beacon Small Cap Value Mutual fund | — | — | — | $39K | 0.2% | |
| VOYA Intermediate Bond Mutual fund | — | — | — | $38K | 0.2% | |
| Macquarie Value Mutual fund | — | — | — | $36K | 0.2% | |
| BlackRock LifePath Index 2060 Mutual fund | — | — | — | $31K | 0.1% | |
| MFS International New Discovery Mutual fund | — | — | — | $29K | 0.1% | |
| Goldman Sachs GQG Partners Intl Opps Mutual fund | — | — | — | $17K | <0.1% | |
| BlackRock LifePath Index 2035 Mutual fund | — | — | — | $16K | <0.1% | |
| BlackRock LifePath Index 2065 Mutual fund | — | — | — | $13K | <0.1% | |
| BlackRock Strategic Global Bond Mutual fund | — | — | — | $9K | <0.1% | |
| Invesco Oppenheimer Int'l Diversified Mutual fund | — | — | — | $8K | <0.1% | |
| Templeton Foreign Fund Mutual fund | — | — | — | $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% | |
| PUTNAM RETIREMENT ADVAN TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVAN TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% |
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