Agital Marketing Services, LLC's EIN is 87-2235744.
Download the official 2024 Form 5500 (PDF) for Agital Marketing Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agital Marketing Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC MOME | 61-1758632 | SANTA CLARA, CA | SERVICE PROVIDER THIRD P | $0 | — |
| WORLD INVESTMENT ADVISORS, LLC MOME | 61-1758632 | SANTA CLARA, CA | SERVICE PROVIDER THIRD P | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS AMER FDS 2050 FD R WILMINGTON TRUST FUNDS · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $2.6M | 18.7% | |
| MYCOMPASS AMER FDS 2060 FD R WILMINGTON TRUST FUNDS · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $1.9M | 13.5% | |
| MYCOMPASS AMER FDS 2045 FD R WILMINGTON TRUST FUNDS · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $1.8M | 13.1% | |
| MYCOMPASS AMER FDS 2035 FD R WILMINGTON TRUST FUNDS · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $1.7M | 12.3% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 10.5% | |
| MYCOMPASS AMER FDS 2055 FD R WILMINGTON TRUST FUNDS · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $1.4M | 9.9% | |
| MYCOMPASS AMER FDS 2065 FD R WILMINGTON TRUST FUNDS · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $614K | 4.4% | |
| MYCOMPASS AMER FDS 2040 FD R WILMINGTON TRUST FUNDS · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $479K | 3.4% | |
| JPMorgan LgCp Grw Fnd R6 | Other securities | — | — | $333K | 2.4% | |
| MYCOMPASS AMER FDS 2030 FD R WILMINGTON TRUST FUNDS · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $244K | 1.8% | |
| Fidelity Investments Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $235K | 1.7% | |
| Vanguard Vangrd Small-Cap Index Fnd Adm | Mutual Funds | — | — | $194K | 1.4% | |
| Nuveen LgCp Grw Indx Fd R6 | Mutual Funds | — | — | $158K | 1.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $136K | 1.0% | |
| Franklin Templeton Investments Putnam Intl Value Fund R6 | Mutual Funds | — | — | $133K | 1.0% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $105K | 0.8% | |
| JPMorgan US Equity Fund R6 | Other securities | — | — | $84K | 0.6% | |
| Fidelity Investments Fidelity Adv Ttl Bnd Fd Z | Mutual Funds | — | — | $71K | 0.5% | |
| Dimensional Fund Advisors DFA Short-Duration Real Return Instl | Mutual Funds | — | — | $61K | 0.4% | |
| Fidelity Investments Fidelity Lg C Val Ind Fd | Mutual Funds | — | — | $48K | 0.3% | |
| Voya Gv Mny Mkt F | Other securities | — | — | $29K | 0.2% | |
| MYCOMPASS AMER FDS 2025 FD R WILMINGTON TRUST FUNDS · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $27K | 0.2% | |
| Fidelity Investments Fidelity Advisor Balanced Cl Z | Mutual Funds | — | — | $24K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $20K | 0.1% | |
| Participant Loans to participants, bearing interest ranging from 8.50% to 9.50% | Bonds / Notes | — | — | $19K | 0.1% | |
| MYCOMPASS AMER FDS 2010 FD R WILMINGTON TRUST FUNDS · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Investments Fidelity Equity-Income Fund K | Mutual Funds | — | — | $6K | <0.1% | |
| MYCOMPASS AMER FDS 2020 FD R WILMINGTON TRUST FUNDS · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $255 | <0.1% | |
| MYCOMPASS AMER FDS 2015 FD R WILMINGTON TRUST FUNDS · EIN 38-7271364 / PN 001 | Common Collective Trust | — | — | $254 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PENSION ASSURANCE LLP |
| 30-0840934 |
| — |
| AUDITOR |
| $13K |
| — |
