Robert Theriot signed AGI Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AGI Industries, Inc.'s EIN is 72-0654641.
Download the official 2024 Form 5500 (PDF) for AGI Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AGI Industries, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2030 Inv Fund (a) | Mutual Funds | — | — | $4.2M | 22.8% | |
| T. Rowe Price Funds T. Rowe Price Blue Chip Growth I Fund (a) | Other securities | — | — | $2.1M | 11.1% | |
| Vanguard Group Vanguard Target Retirement 2040 Inv Fund (a) | Mutual Funds | — | — | $2.0M | 10.7% | |
| Drefus Funds Tr Obli Cash Mgmt I Fund (a) | Cash / Money Market | — | — | $1.7M | 9.2% | |
| Vanguard Group Vanguard 500 Index Admiral Fund (a) | Common Collective Trusts | — | — | $1.5M | 7.9% | |
| Vanguard Group Vanguard Target Retirement 2050 Inv Fund (a) | Mutual Funds | — | — | $926K | 5.0% | |
| Vanguard Group Vanguard MidCap Val Index Adm Fund (a) | Mutual Funds | — | — | $827K | 4.4% | |
| Vanguard Group Vanguard Target Retirement 2020 Inv Fund (a) | Mutual Funds | — | — | $657K | 3.5% | |
| Dimensional Fund Advisors DFA Intl Core Equity I Fund (a) | Mutual Funds | — | — | $558K | 3.0% | |
| Dimensional Fund Advisors DFA US Large Cap Value I Fund (a) | Mutual Funds | — | — | $517K | 2.8% | |
| BlackRock Black Rock MidCap Growth Equity K Fund (a) | Other securities | — | — | $390K | 2.1% | |
| Vanguard Group Vanguard Target Retirement 2025 Inv Fund (a) | Mutual Funds | — | — | $389K | 2.1% | |
| Vanguard Group Vanguard Target Retirement 2035 Inv Fund (a) | Mutual Funds | — | — | $388K | 2.1% | |
| Goldman Sachs Goldman Sch SmallCap Growth Ins R6 Fund (a) | Other securities | — | — | $331K | 1.8% | |
| TIAA Investments Nuveen Core Bond Plus R6 Fund (a) | Mutual Funds | — | — | $305K | 1.6% | |
| Vanguard Group Vanguard Target Retirement 2045 Inv Fund (a) | Mutual Funds | — | — | $303K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $290K | 1.6% | |
| Vanguard Group Vanguard Target Retirement Inc Inv Fund (a) | Mutual Funds | — | — | $257K | 1.4% | |
| Participant Loans Interest rates at 5.25% to 10.50% -0- | Bonds / Notes | — | — | $206K | 1.1% | |
| Vanguard Group Vanguard Target Retirement 2055 Inv Fund (a) | Mutual Funds | — | — | $149K | 0.8% | |
| JP Morgan Funds Undisc Mgrs Behav Value R6 Fund (a) | Other securities | — | — | $138K | 0.7% | |
| The American Funds American Funds NewWorld R6 Fund (a) | Mutual Funds | — | — | $77K | 0.4% | |
| Cohen & Steers Cohen & Steers RE Est Sec Z Fund (a) | Other securities | — | — | $77K | 0.4% | |
| PIMCO Funds PIMCO Income Institutional Fund (a) | Mutual Funds | — | — | $74K | 0.4% | |
| PIMCO Funds PIMCO Inv Gd Credi BD Intl Fund (a) | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2065 Inv Fund (a) | Mutual Funds | — | — | $51K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $44K | 0.2% | |
| Vanguard Group Vanguard Target Retirement 2060 Inv Fund (a) | Mutual Funds | — | — | $37K | 0.2% | |
| Vanguard Group Vanguard Target Retirement 2070 Inv Fund (a) | Mutual Funds | — | — | $25K | 0.1% | |
| PGIM Investments PGIM Jennison Nat Res C Fund (a) | Other securities | — | — | $23K | 0.1% | |
| Franklin Templeton Investments Franklin Gold & Prec Mtls C Fd (a) | Mutual Funds | — | — | $22K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
