Zamperla, Inc.'s EIN is 13-3582398.
Download the official 2024 Form 5500 (PDF) for Zamperla, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zamperla, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | IRVINE, CA | RECORDKEEPER | $950 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | WAYNE, PA | INVESTMENT ADVISORS | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America R2 RGABX 8,985 shares | Mutual Funds | — | $9K | $597K | 12.5% | |
| American Funds Target Date Retirement 2020 R2 RBCTX 37,084 shares | Mutual Funds | — | $37K | $488K | 10.2% | |
| American Funds Target Date Retirement 2030 R2 RBETX 28,274 shares | Mutual Funds | — | $28K | $474K | 9.9% | |
| American Funds Target Date Retirement 2025 R2 RBDTX 22,558 shares | Mutual Funds | — | $23K | $333K | 6.9% | |
| American Funds Target Date Retirement 2040 R2 RBKTX 12,688 shares | Mutual Funds | — | $13K | $252K | 5.3% | |
| American Funds Target Date Retirement 2050 R2 RBITX 11,788 shares | Mutual Funds | — | $12K | $238K | 5.0% | |
| American Funds New Perspective Fund R2 RNPBX 3,715 shares | Mutual Funds | — | $4K | $215K | 4.5% | |
| American Funds Target Date Retirement 2055 R2 RBMTX 8,007 shares | Mutual Funds | — | $8K | $203K | 4.2% | |
| American Funds Fundamental Investors R2 RFNBX 2,268 shares | Mutual Funds | — | $2K | $182K | 3.8% | |
| American Funds Capital Income Builder R2 RIRBX 1,881 shares | Mutual Funds | — | $2K | $130K | 2.7% | |
| American Funds The Investment Company of America R2 RICBX 1,921 shares | Mutual Funds | — | $2K | $110K | 2.3% | |
| American Funds EuroPacific Growth Fund R2 RERBX 2,014 shares | Mutual Funds | — | $2K | $102K | 2.1% | |
| American Funds SMALLCAP World Fund R2 RSLBX 1,560 shares | Mutual Funds | — | $2K | $89K | 1.9% | |
| American Funds Capital World Growth and Income Fund R2 RWIBX 1,346 shares | Mutual Funds | — | $1K | $84K | 1.8% | |
| American Funds Target Date Retirement 2035 R2 RBFTX 4,169 shares | Mutual Funds | — | $4K | $77K | 1.6% | |
| American Funds American Balanced Fund R2 RLBBX 2,192 shares | Mutual Funds | — | $2K | $75K | 1.6% | |
| Secured by participant account balance | Other securities | — | — | $54K | 1.1% | |
| American Funds Target Date Retirement 2060 R2 RBNTX 2,190 Shares | Mutual Funds | — | $2K | $38K | 0.8% | |
| American Funds Capital World Bond Fund R2 RCWBX 2,025 shares | Mutual Funds | — | $2K | $31K | 0.7% | |
| American Funds The Bond Fund of America R2 RBOBX 1,423 shares | Mutual Funds | — | $1K | $16K | 0.3% | |
| 24 * American Funds Growth and Income Portfolio R2 RGNBX 826 shares | Mutual Funds | — | — | $16K | 0.3% | |
| 13 * American Funds American Mutual Fund R2 RMFBX 159 shares | Mutual Funds | — | — | $9K | 0.2% | |
| 23 * American Funds Conservative Growth & Income Portfolio R2 RINBX 446 shares | Mutual Funds | — | — | $6K | 0.1% | |
| 11 * American Funds Target Date Retirement 2065 R2 RBOTX 314 shares | Mutual Funds | — | — | $5K | 0.1% | |
| 21 * American Funds The Income Fund of America R2 RIDBX 190 shares | Mutual Funds | — | — | $5K | <0.1% | |
| Money Market Accounts 30 * American Funds U.S. Government Money Market Fund R2 RABXX 3,741 shares | Mutual Funds | — | $4K | $4K | <0.1% | |
| 25 * American Funds Preservation Portfolio R2 RPPBX 198 shares | Mutual Funds | — | — | $2K | <0.1% | |
| 14 * American Funds The Intermediate Bond Fund of America R2 RBFBX 148 shares | Mutual Funds | — | — | $2K | <0.1% | |
| s 1 * American Funds Target Date Retirement 2015 R2 RBJTX 129 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Forfeitures | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSULTING ACTUARIES, INC. | 22-1915571 | FAIRFILED, NJ | TPA | $750 | — |
