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Original filing (PDF)20251014130640NAL0004038832001
AGFINITY, INC.
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
150
Accounts w/ balance
242
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGFINITY, INC..
Plan sponsor
Name
AGFINITY, INC.
EIN
84-0294550
Address
110 COLLINS ST · EATON, CO · 80615
Phone
(970) 454-4000
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $32K | — |
Investments
15 direct securities · 4 pooled funds· $6.2M(100% 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
$6.2M
15 holdings
Common Collective Trust
$23K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $1.4M | 23.3% | |
| Vanguard Total Intl Stock Index Inst Pls | — | — | — | $1.4M | 22.6% | |
| Vanguard Small-Cap Index Instl Plus | — | — | — | $899K | 14.5% | |
| PIMCO Total Return Fund Instl Class | — | — | — | $737K | 11.9% | |
| Vanguard Total Bd Mkt Index Instl Sh | — | — | — | $736K | 11.9% | |
| Galliard Capital Management Co-op Stable Income Fund-Norwest | — | — | — | $499K | 8.1% | |
| NYLI Winslow Large Cap Growth R6 | — | — | — | $101K | 1.6% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $77K | 1.2% | |
| Vanguard Windsor II Admiral Shares | — | — | — | $63K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $56K | 0.9% | |
| Vanguard Intl Growth Admiral Class | — | — | — | $50K | 0.8% | |
| Dodge & Cox International Stock Fd X 5 JPMorgan Mid Cap Value R6 | — | — | — | $36K | 0.6% | |
| Vanguard Wellington Admiral Shares | — | — | — | $31K | 0.5% | |
| Vanguard Explorer Fd Admiral Shares | — | — | — | $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 | — | — | — | $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% |