Nathan Van Patten signed Zoladz Construction Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zoladz Construction Co., Inc.'s EIN is 16-1234981.
Download the official 2024 Form 5500 (PDF) for Zoladz Construction Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zoladz Construction Co., 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.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 TD Mutual Fund | Mutual Funds | — | — | $2.9M | 24.5% | |
| AM FUNDS TRGT DATE RET 2030 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $2.9M | 24.5% | |
| American Funds 2040 TD Mutual Fund | Mutual Funds | — | — | $1.7M | 14.5% | |
| AM FUNDS TRGT DATE RET 2040 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $1.7M | 14.5% | |
| American Funds 2025 TD Mutual Fund | Mutual Funds | — | — | $1.2M | 10.3% | |
| AM FUNDS TRGT DATE RET 2025 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $1.2M | 10.3% | |
| American Funds 2035 TD Mutual Fund | Mutual Funds | — | — | $1.1M | 9.1% | |
| AM FUNDS TRGT DATE RET 2035 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $1.1M | 9.1% | |
| VANGUARD 500 INDEX ADM ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $861K | 7.4% | |
| American Funds 2045 TD Mutual Fund | Mutual Funds | — | — | $733K | 6.3% | |
| AM FUNDS TRGT DATE RET 2045 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $733K | 6.3% | |
| American Funds 2050 TD Mutual Fund | Mutual Funds | — | — | $502K | 4.3% | |
| AM FUNDS TRGT DATE RET 2050 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $502K | 4.3% | |
| American Funds 2060 TD Mutual Fund | Mutual Funds | — | — | $500K | 4.3% | |
| AM FUNDS TRGT DATE RET 2060 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $500K | 4.3% | |
| BLACKROCK HEALTH SCIENCES OPPPORTK ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $436K | 3.7% | |
| FRANKLIN SMALL CAP GROWTH R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $379K | 3.2% | |
| VGRD FTSE ALL-WORLD EX-US IDX ADM ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $335K | 2.9% | |
| Vanguard FTSE US Index Fund Mutual Fund | Common Collective Trusts | — | — | $335K | 2.9% | |
| American Funds 2065 TD Mutual Fund | Mutual Funds | — | — | $270K | 2.3% | |
| AM FUNDS TRGT DATE RET 2065 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $270K | 2.3% | |
| American Funds 2055 TD Mutual Fund | Mutual Funds | — | — | $226K | 1.9% | |
| AM FUNDS TRGT DATE RET 2055 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $226K | 1.9% | |
| AM FUNDS AMERICAN BALANCED R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $203K | 1.7% | |
| JPMORGAN LARGE CAP GROWTH R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $109K | 0.9% | |
| American Funds 2020 TD Mutual Fund | Mutual Funds | — | — | $86K | 0.7% | |
| AM FUNDS TRGT DATE RET 2020 R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $86K | 0.7% | |
| and various maturity dates through 2029 | Other securities | — | — | $52K | 0.4% | |
| DFA US TARGETED VALUE PORTFOLIO I ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $46K | 0.4% | |
| MFS MID CAP GROWTH R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $46K | 0.4% | |
| VANGUARD FEDERAL MONEY MARKET INV ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $40K | 0.3% | |
| FIDELITY US BOND INDEX FUND ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $16K | 0.1% | |
| MFS MID CAP VALUE R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $10K | <0.1% | |
| PGIM HIGH YIELD R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $8K | <0.1% | |
| HARTFORD DIVIDEND & GROWTH R6 ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $2K | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH ADM ASCENSUS LLC · EIN 11-3665754 / PN 000 | Master Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
