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Original filing (PDF)20251001152657NAL0017996067001
AGENTSYNC, INC.
Form 5500
FILING_RECEIVED
AGENTSYNC 401(K) PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
190
Accounts w/ balance
220
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2050 Mutual Fund" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGENTSYNC, INC..
Plan sponsor
Name
AGENTSYNC, INC.
EIN
84-4905267
Address
3601 WALNUT STREET, SUITE 450 · DENVER, CO · 802055457
Phone
(303) 807-2920
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
26 direct securities · 13 pooled funds· $9.2M(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
$9.1M
26 holdings
Common Collective Trust
$159K
10 holdings
Pooled Separate Account
$2K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $2.3M | 25.2% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $2.2M | 23.8% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $1.7M | 18.2% | |
| State Street Emerging Markets Index Common Collective Trust ** 272 State Street US Bond Index Common Collective Trust ** 364 State Street World Developed ex US Index Common Collective Trust ** 519 Fidelity 500 Index Mutual Fund | — | — | — | $891K | 9.6% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $717K | 7.8% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $396K | 4.3% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $213K | 2.3% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $141K | 1.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $118K | 1.3% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $70K | 0.8% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $58K | 0.6% | |
| AB US Large Cap Growth Common Collective Trust | — | — | — | $58K | 0.6% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $58K | 0.6% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $40K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $35K | 0.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $29K | 0.3% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $29K | 0.3% | |
| Invesco Discover Mutual Fund | — | — | — | $27K | 0.3% | |
| PIMCO Government Money Market Mutual Fund | — | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $24K | 0.3% | |
| Principal Mid Cap S&P 400 Index Pooled Separate Account ** 300 * Principal Small Cap S&P 600 Index Pooled Separate Account ** 263 * Participant Loans Bearing interest at 8.5% - 10.5% - | — | — | — | $20K | 0.2% | |
| John Hancock Discipled Value Mutual Fund | — | — | — | $18K | 0.2% | |
| PIMCO Income Mutual Fund | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $10K | 0.1% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $8K | <0.1% | |
| John Hancock Bond Mutual Fund | — | — | — | $5K | <0.1% | |
| MFS International Diversification Mutual Fund | — | — | — | $4K | <0.1% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $3K | <0.1% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LGCP S&P 500IDX SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2K | <0.1% | |
| (E) | — | — | — | $2K | <0.1% | |
| Principal Large Cap S&P 500 Index Pooled Separate Account | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $1K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $519 | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $364 | <0.1% | |
| PRIN MDCAP S&P 400 IND SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $300 | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $272 | <0.1% | |
| PRIN SMCAP S&P 600 IND SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $263 | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $233 | <0.1% |
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