AGRI-INVEST, LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9Rank #1401 of mapped providers
Assets under administration$311M0.0%Market share · rank #5700
Fees received$75,864Median $7,891/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical AGRI-INVEST, LLC plan look like?
Service mix · median fees per plan
Count of plans where AGRI-INVEST, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 8 | $8,269 | |
Other feesCode 99 | 1 | $7,891 |
Competitor overlap
Percent of AGRI-INVEST, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under AGRI-INVEST, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under AGRI-INVEST, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COOP SHARED SERVICES, LLCID · 814228205-001 | $99M | 2,772 | $10,281 | 8y | - |
CENTRAL VALLEY AG COOPERATIVENE · 470834827-002 | $66M | 1,466 | $9,053 | 6y | - |
DAIRY ONE COOPERATIVE, INC.NY · 150545333-001 | $39M | 459 | $10,394 | 10y | 1 |
V-SOFT CONSULTING GROUPKY · 760532643-001 | $37M | 915 | $7,891 | 3y | 1 |
HORIZON RESOURCESND · 450133285-001 | $19M | 187 | $7,484 | 6y | 1 |
FARMERS GRAIN TERMINAL INCMS · 237033852-001 | $14M | 195 | $11,075 | 6y | - |
PLAINS COTTON COOPERATIVE ASSOCIATIONTX · 750868898-003 | $13M | 243 | $7,092 | 4y | - |
FARMERS UNION OIL COMPANYND · 450132990-001 | $11M | 195 | $5,277 | 5y | - |
LEGACY COOPERATIVEND · 450383739-003 | $11M | 137 | $7,317 | 3y | 1 |
Flag exposure
77.8%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into AGRI-INVEST, LLC.
- AGRI INVESTMENT SERVICES LLC
- AGRI INVESTMENT SERVICES, LLC
- AGRI-INVEST
- AGRI-INVEST, LLC
- AGRI-INVEST. LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for AGRI-INVEST, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 44.44% | 1.71% | +42.73 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with AGRI-INVEST, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent