LIZ Fairbanks signed Agilex Business Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agilex Business Solutions, LLC's EIN is 81-1011017.
Download the official 2024 Form 5500 (PDF) for Agilex Business Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agilex Business Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISORY-PLAN | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $1.7M | 20.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $1.5M | 18.6% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $766K | 9.3% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $621K | 7.5% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $565K | 6.9% | |
| Transamerica Partners Stock Index Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $455K | 5.5% | |
| TRANSAMERICA PRTNRS STCK INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $455K | 5.5% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $273K | 3.3% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $265K | 3.2% | |
| INVESCO GLOBAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 035 | Pooled Separate Account | — | — | $207K | 2.5% | |
| Transamerica Stable Value Core Account Deposit Administration Contract N/A | Stable Value | — | — | $196K | 2.4% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $193K | 2.3% | |
| TA BlackRock LifeGoal Retirement Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $156K | 1.9% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $156K | 1.9% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $126K | 1.5% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $120K | 1.5% | |
| PUTNAM LARGE CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | — | $110K | 1.3% | |
| Notes Receivable from Participants Interest rates range from 4.50% to 9.50% - | Bonds / Notes | — | — | $96K | 1.2% | |
| CLEARBRIDGE SM CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 380 | Pooled Separate Account | — | — | $79K | 1.0% | |
| AB LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 136 | Pooled Separate Account | — | — | $71K | 0.9% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $62K | 0.8% | |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 942 | Pooled Separate Account | — | — | $44K | 0.5% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $39K | 0.5% | |
| Macquarie Science and Technology Retirement Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $35K | 0.4% | |
| DELAWARE IVY SCIENCE AND TECH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 848 | Pooled Separate Account | — | — | $35K | 0.4% | |
| American Funds Balanced Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $22K | 0.3% | |
| AMERICAN FUNDS BLNCD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $22K | 0.3% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $18K | 0.2% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $15K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $3K | <0.1% | |
| MACQUARIE MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 115 | Pooled Separate Account | — | — | $905 | <0.1% | |
| DWS RREEF REAL ESTATE SECS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 026 | Pooled Separate Account | — | — | $616 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEAK RETIREMENT GROUP | 81-0831793 | MADISON, WI | THIRD PARTY ADMINISTRATO | $8K | — |
