Josie Verchota signed AGIO Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AGIO Inc.'s EIN is 84-4093832.
Download the official 2024 Form 5500 (PDF) for AGIO Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AGIO Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $1.7M | 14.7% | |
| METLIFE RELIANCE STBL VAL EQ0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.5M | 12.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.2M | 10.3% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.0M | 8.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $946K | 8.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $867K | 7.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $725K | 6.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $686K | 5.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $524K | 4.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $456K | 3.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $450K | 3.8% | |
| FIDELITY SMALL CAP VALUE INDEX | Registered Investment Companies | — | — | $421K | 3.6% | |
| FID MID CAP VAL IDX | Registered Investment Companies | — | — | $375K | 3.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $125K | 1.1% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $90K | 0.8% | |
| PRINCIPAL LRG CAP GROWTH L R6 | Registered Investment Companies | — | — | $83K | 0.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $61K | 0.5% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $60K | 0.5% | |
| FID US SUST INDEX | Registered Investment Companies | — | — | $56K | 0.5% | |
| PRINCIPAL INFLATION PROT INST | Registered Investment Companies | — | — | $36K | 0.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $22K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $20K | 0.2% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $17K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $16K | 0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $16K | 0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $15K | 0.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
