TERI Keller signed Agentsync, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agentsync, Inc.'s EIN is 84-4905267.
Download the official 2024 Form 5500 (PDF) for Agentsync, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agentsync, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $2.3M | 25.2% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $2.2M | 23.8% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $891K | 9.6% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $717K | 7.8% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $396K | 4.3% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $213K | 2.3% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $141K | 1.5% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $118K | 1.3% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $40K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $35K | 0.4% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $27K | 0.3% | |
| PIMCO Government Money Market Mutual Fund | Mutual Funds | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $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% - | Pooled Separate Accounts | — | — | $20K | 0.2% | |
| John Hancock Discipled Value Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| PIMCO Income Mutual Fund | Mutual Funds | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $5K | <0.1% | |
| MFS International Diversification Mutual Fund | Mutual Funds | — | — | $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) | Other securities | — | — | $2K | <0.1% | |
| Principal Large Cap S&P 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Mutual Fund | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
