Janice Ashton signed Julius ZORN, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Julius ZORN, Inc.'s EIN is 13-2873532.
Download the official 2024 Form 5500 (PDF) for Julius ZORN, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Julius ZORN, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $0 | — |
| ONEDIGITAL INVESTMENT ADVISORS |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin Fin Grp, Inc. Stock SA-R6 | Common Stocks | — | — | $2.8M | 25.7% | |
| AM FDS 2050 TRGT DTE RTM R6 FD | Other securities | — | — | $2.2M | 20.3% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | — | $1.4M | 12.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.4M | 12.9% | |
| MFS VALUE R6 FUND | Mutual Funds | — | — | $933K | 8.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $933K | 8.5% | |
| DFA US TARGETED VALUE I FUND | Mutual Funds | — | — | $838K | 7.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $838K | 7.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $581K | 5.3% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $581K | 5.3% | |
| MORLEY STABLE VALUE FUND | Stable Value | — | — | $326K | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $326K | 3.0% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | — | $224K | 2.0% | |
| DFA EMERG MKT CORE EQTY I FD | Mutual Funds | — | — | $207K | 1.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $148K | 1.3% | |
| JANUSHENDERSON ENTRPRS N | Other securities | — | — | $148K | 1.3% | |
| AM FDS 2065 TRGT DTE RTM R6 FD | Other securities | — | — | $35K | 0.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $35K | 0.3% | |
| AMERICAN CENTUR MID-CAP VAL R6 | Other securities | — | — | $28K | 0.3% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $16K | 0.1% | |
| AM FDS 2060 TRGT DTE RTM R6 FD | Other securities | — | — | $16K | 0.1% | |
| AM FDS 2055 TRGT DTE RTM R6 FD | Other securities | — | — | $8K | <0.1% | |
| AM FDS 2015 TRGT DTE RTM R6 FD | Other securities | — | — | $7K | <0.1% | |
| AM FDS 2045 TRGT DTE RTM R6 FD | Other securities | — | — | $427 | <0.1% | |
| AM FDS 2040 TRGT DTE RTM R6 FD | Other securities | — | — | $292 | <0.1% | |
| AM FDS 2035 TRGT DTE RTM R6 FD | Other securities | — | — | $43 | <0.1% | |
| AM FDS 2020 TRGT DTE RTM R6 FD | Other securities | — | — | $21 | <0.1% | |
| AM FDS 2025 TRGT DTE RTM R6 FD | Other securities | — | — | $20 | <0.1% | |
| AM FDS 2030 TRGT DTE RTM R6 FD | Other securities | — | — | $8 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% |
