Michael Richey signed Agfinity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agfinity, Inc.'s EIN is 84-0294550.
Download the official 2024 Form 5500 (PDF) for Agfinity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agfinity, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $32K | — |
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 Institutional Index Fund | Common Collective Trusts | — | — | $1.4M | 23.3% | |
| Vanguard Total Intl Stock Index Inst Pls | Mutual Funds | — | — | $1.4M | 22.6% | |
| Vanguard Small-Cap Index Instl Plus | Mutual Funds | — | — | $899K | 14.5% | |
| PIMCO Total Return Fund Instl Class | Mutual Funds | — | — | $737K | 11.9% | |
| Vanguard Total Bd Mkt Index Instl Sh | Mutual Funds | — | — | $736K | 11.9% | |
| Galliard Capital Management Co-op Stable Income Fund-Norwest | Common Stocks | — | — | $499K | 8.1% | |
| NYLI Winslow Large Cap Growth R6 | Other securities | — | — | $101K | 1.6% | |
| T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $77K | 1.2% | |
| Vanguard Windsor II Admiral Shares | Mutual Funds | — | — | $63K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $56K | 0.9% | |
| Vanguard Intl Growth Admiral Class | Mutual Funds | — | — | $50K | 0.8% | |
| Dodge & Cox International Stock Fd X 5 JPMorgan Mid Cap Value R6 | Mutual Funds | — | — | $36K | 0.6% | |
| Vanguard Wellington Admiral Shares | Mutual Funds | — | — | $31K | 0.5% | |
| Vanguard Explorer Fd Admiral Shares | Mutual Funds | — | — | $27K | 0.4% | |
| SHORT TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $23K | 0.4% | |
| Allspring Special Sm Cap Val Inst | Other securities | — | — | $15K | 0.2% | |
| GALLIARD MANAGED INCOME FUND GALLIARD · EIN 52-2250939 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WELLS FARGO STABLE VALUE FUND W WELLS FARGO · EIN 47-6524425 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WELLS FARGO SYNTHETIC STABLE VALUE WELLS FARGO · EIN 52-2250939 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
