Jacob Reeves signed Ziehl-Abegg, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ziehl-Abegg, Inc.'s EIN is 20-0338305.
Download the official 2024 Form 5500 (PDF) for Ziehl-Abegg, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ziehl-Abegg, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $10K | — |
| BENEFIT PLANS SERVICES, INC. | 55-0578023 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $3.8M | 94.6% | |
| American Funds American 2055 Target Date Retirement Ret Acct N/A | Mutual Funds | — | — | $679K | 16.8% | |
| Transamerica TA Vanguard Total Stck Mrkt Index Ret Acct N/A | Mutual Funds | — | — | $628K | 15.6% | |
| American Funds American 2060 Target Date Retirement Ret Acct N/A | Mutual Funds | — | — | $394K | 9.8% | |
| American Funds American 2050 Target Date Retirement Ret Acct N/A | Mutual Funds | — | — | $336K | 8.3% | |
| State Street State Street S&P Md Cap Indx Ret Acct N/A | Other securities | — | — | $270K | 6.7% | |
| American Funds American 2040 Target Date Retirement Ret Acct N/A | Mutual Funds | — | — | $231K | 5.7% | |
| American Funds American 2030 Target Date Retirement Ret Acct N/A | Mutual Funds | — | — | $206K | 5.1% | |
| T. Rowe Price T. Rowe Price Growth Stock Ret Acct N/A | Other securities | — | — | $185K | 4.6% | |
| State Street State Street Internatnl Index Ret Acct N/A | Other securities | — | — | $171K | 4.2% | |
| Transamerica Stable Value Core Account N/A | Stable Value | — | — | $134K | 3.3% | |
| American Funds American 2045 Target Date Retirement Ret Acct N/A | Mutual Funds | — | — | $77K | 1.9% | |
| Transamerica TA Vanguard LifeStrategy Growth Ret Acct N/A 324 * Participant Loans Notes receivable from participants (with rates of | Mutual Funds | — | — | $68K | 1.7% | |
| DFA Emerging Mrkts Portfolio Ret Acct N/A | Mutual Funds | — | — | $67K | 1.7% | |
| Invesco Comstock Ret Acct N/A | Mutual Funds | — | — | $66K | 1.6% | |
| American Funds American 2025 Target Date Retirement Ret Acct N/A | Mutual Funds | — | — | $60K | 1.5% | |
| State Street State Street Russell Sm Cap Index Ret Acct N/A | Other securities | — | — | $59K | 1.5% | |
| Fidelity Advisor Total Bond Ret Acct N/A | Mutual Funds | — | — | $51K | 1.3% | |
| American Funds American 2035 Target Date Retirement Ret Acct N/A | Mutual Funds | — | — | $43K | 1.1% | |
| Lord Abbett Lord Abbett Hi Yld Ret Acct N/A | Mutual Funds | — | — | $39K | 1.0% | |
| State Street State Street Russell Sm Cap Gr Index Ret Acct N/A | Other securities | — | — | $37K | 0.9% | |
| State Street State Street Russell Lg Cap Gr Index Ret Acct N/A | Other securities | — | — | $31K | 0.8% | |
| Transamerica TA Vanguard REIT Index Ret Acct N/A | Mutual Funds | — | — | $28K | 0.7% | |
| American Funds American Funds American Mutual Ret Acct N/A | Mutual Funds | — | — | $25K | 0.6% | |
| Invesco Equally-Weighted S&P 500 Ret Acct N/A | Common Collective Trusts | — | — | $25K | 0.6% | |
| DFA Inflation-Protected Securities Port Ret Acct N/A | Mutual Funds | — | — | $23K | 0.6% | |
| State Street State Street U.S. Bd Index Ret Acct N/A | Other securities | — | — | $17K | 0.4% | |
| AMERICAN FUNDS 2065 TARGET DATE RET AMERICAN FUNDS · EIN 83-1098532 / PN 455 | Pooled Separate Account | — | — | $17K | 0.4% | |
| Voya MidCap Opportunities Ret Acct N/A | Other securities | — | — | $17K | 0.4% | |
| BlackRock Core Bond Ret Acct N/A | Other securities | — | — | $11K | 0.3% | |
| American Funds American Funds Capital World Bd Ret Acct N/A | Mutual Funds | — | — | $10K | 0.3% | |
| Transamerica Sm/Md Cap Val Ret Acct N/A | Other securities | — | — | $9K | 0.2% | |
| Transamerica Mid Cap Value Opps Ret Acct N/A | Other securities | — | — | $9K | 0.2% | |
| American Funds American Funds Blncd Ret Acct N/A | Mutual Funds | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2808480 |
| — |
| INVESTMENT ADVISORY - PL |
| $17K |
| — |
