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Original filing (PDF)20251006130301NAL0006479568001
AGRITEER LLC
Form 5500
FILING_RECEIVED
AGRITEER 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
182
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGRITEER LLC.
Plan sponsor
Name
AGRITEER LLC
EIN
88-3716519
Address
391 EAST MAIN STREET · LEOLA, PA · 17540
Phone
(717) 656-2321
Industry
Wholesale Tradesee 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
2025-10-06
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
TROUT CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $927 | — |
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $0 | — |
Investments
22 direct securities · 1 pooled fund· $17.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.9M
22 holdings
Pooled Separate Account
$8.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $8.0M | 80.6% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $1.9M | 18.9% | |
| AMERICAN CENTURY AMERCENT ULTRA R6 MUTUAL FUND SHARES 0 | — | — | — | $726K | 7.3% | |
| HARTFORD DIVIDEND AND GRWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $719K | 7.3% | |
| HARTFORD SCHRO INTL STK SDR MUTUAL FUND SHARES 0 | — | — | — | $586K | 5.9% | |
| FIDELITY 500 INDEX MUTUAL FUND SHARES 0 | — | — | — | $563K | 5.7% | |
| FIDELITY TOTAL INTL IDX MUTUAL FUND SHARES 0 | — | — | — | $551K | 5.6% | |
| VANGUARD FTSE SOCIAL INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $541K | 5.5% | |
| AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $500K | 5.1% | |
| VANGUARD EMRG MKTS STK IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $471K | 4.8% | |
| VANGUARD REIT INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $470K | 4.7% | |
| VANGUARD INT-TERM TREASURY ADM MUTUAL FUND SHARES 0 | — | — | — | $425K | 4.3% | |
| JPMORGAN SMALL CAP VALUE R6 MUTUAL FUND SHARES 0 | — | — | — | $376K | 3.8% | |
| VANGUARD INT-TERM BOND IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $373K | 3.8% | |
| PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0 | — | — | — | $370K | 3.7% | |
| INVESCO DISC MIDCAPGR R6 MUTUAL FUND SHARES 0 | — | — | — | $365K | 3.7% | |
| VANGUARD INTL GR ADM MUTUAL FUND SHARES 0 | — | — | — | $359K | 3.6% | |
| PRUDENTIAL PGIM JENN SMALL COMP R6 MUTUAL FUND SHARES 0 | — | — | — | $239K | 2.4% | |
| PRUDENTIAL PGIM TOTAL RETURN BOND R6 MUTUAL FUND SHARES 0 | — | — | — | $239K | 2.4% | |
| HARTFORD CORE EQUITY R6 MUTUAL FUND SHARES 0 | — | — | — | $50K | 0.5% | |
| PARTICIPANTS LOANS 4.25% TO 8.5% 0 | — | — | — | $44K | 0.4% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | — | — | — | $38K | 0.4% | |
| INVESCO CORE PLUS BOND R6 MUTUAL FUND SHARES 0 | — | — | — | $10K | 0.1% |