Angela Maguire signed ZERO Motorcycles' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZERO Motorcycles' EIN is 20-4016877.
Download the official 2024 Form 5500 (PDF) for ZERO Motorcycles from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZERO Motorcycles' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $67K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $2.5M | $3.7M | 17.4% | |
| VANG TARGET RET 2040 | Other securities | — | $1.9M | $2.1M | 10.1% | |
| VANG TARGET RET 2050 | Other securities | — | $1.7M | $2.0M | 9.5% | |
| VANG TARGET RET 2035 | Other securities | — | $1.6M | $1.8M | 8.7% | |
| VANG TARGET RET 2045 | Other securities | — | $1.6M | $1.7M | 8.3% | |
| VANG TARGET RET 2055 | Other securities | — | $1.4M | $1.7M | 8.1% | |
| VANG TARGET RET 2030 | Other securities | — | $1.3M | $1.4M | 6.7% | |
| VANG TARGET RET 2060 | Other securities | — | $1.0M | $1.2M | 5.8% | |
| FID GOVT MMKT | Mutual Funds | — | $804K | $804K | 3.8% | |
| FID CONTRAFUND | Mutual Funds | — | $468K | $642K | 3.0% | |
| FID MID CAP IDX | Common Collective Trusts | — | $323K | $416K | 2.0% | |
| VANG TARGET RET 2025 | Other securities | — | $381K | $377K | 1.8% | |
| FID PURITAN | Mutual Funds | — | $278K | $297K | 1.4% | |
| FID SM CAP IDX | Common Collective Trusts | — | $220K | $269K | 1.3% | |
| VICTORY S ESTB VAL I | Other securities | — | $219K | $227K | 1.1% | |
| J H TRITON N | Other securities | — | $237K | $222K | 1.1% | |
| COL SEL LG CP VAL I3 | Other securities | — | $189K | $214K | 1.0% | |
| BLKRK HI YLD INST | Other securities | — | $187K | $182K | 0.9% | |
| FID US BOND IDX | Common Collective Trusts | — | $193K | $179K | 0.8% | |
| AF GLOBAL BAL R6 | Other securities | — | $146K | $155K | 0.7% | |
| VANG TARGET RET INC | Common Stocks | — | $157K | $155K | 0.7% | |
| JPM MID CAP GRTH I | Other securities | — | $134K | $146K | 0.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $145K | 0.7% | |
| FID INTL INDEX | Mutual Funds | — | $127K | $138K | 0.7% | |
| ALGER CAP APPREC I | Other securities | — | $119K | $131K | 0.6% | |
| VANG INTL GROWTH ADM | Other securities | — | $130K | $113K | 0.5% | |
| FID DIVIDEND GR | Mutual Funds | — | $92K | $107K | 0.5% | |
| VANG TARGET RET 2020 | Other securities | — | $83K | $74K | 0.4% | |
| DODGE & COX INCOME I | Mutual Funds | — | $58K | $56K | 0.3% | |
| CALVERT SMALL CAP I | Other securities | — | $48K | $55K | 0.3% | |
| TCW MW TOT RTN BD I | Other securities | — | $48K | $41K | 0.2% | |
| CALV US LG CP CRI I | Other securities | — | $33K | $41K | 0.2% | |
| FID REAL ESTATE IDX | Common Collective Trusts | — | $38K | $40K | 0.2% | |
| UM BEHAVIORAL VAL R6 | Other securities | — | $34K | $38K | 0.2% | |
| TRP INTL VALUE EQ I | Other securities | — | $28K | $30K | 0.1% | |
| TCHSTN NONUSESG EQ A | Other securities | — | $25K | $24K | 0.1% | |
| PARNASSUS MID CAP IS | Other securities | — | $18K | $23K | 0.1% | |
| INVS DEVELOP MKT Y | Other securities | — | $23K | $22K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
