Andrew Reinke signed ZOOM Management, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZOOM Management, LLC's EIN is 20-8077730.
Download the official 2022 Form 5500 (PDF) for ZOOM Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)ZOOM Management, LLC'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 | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund 5,733.9294 shares | Mutual Funds | — | — | $115K | 18.6% | |
| American Funds 2030 Target Date Retirement Fund 6,433.9156 shares | Mutual Funds | — | — | $94K | 15.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $70K | 11.4% | |
| American Funds 2045 Target Date Retirement Fund 3,965.0214 shares | Mutual Funds | — | — | $65K | 10.5% | |
| American Funds 2050 Target Date Retirement Fund 3,165.1028 shares | Mutual Funds | — | — | $50K | 8.2% | |
| American Funds 2060 Target Date Retirement Fund 3,168.7471 shares | Mutual Funds | — | — | $43K | 7.0% | |
| American Funds 2025 Target Date Retirement Fund 2,676.7647 shares | Mutual Funds | — | — | $36K | 5.9% | |
| American Funds 2035 Target Date Retirement Fund 1,873.4140 shares | Mutual Funds | — | — | $29K | 4.7% | |
| Payments are Included Corrected of VFCP 2002-51 X | Other securities | — | — | $28K | 4.5% | |
| American Funds 2065 Target Date Retirement Fund 1,592.7000 shares | Mutual Funds | — | — | $21K | 3.4% | |
| American Funds 2020 Target Date Retirement Fund 1,694.3087 shares | Mutual Funds | — | — | $21K | 3.4% | |
| American Funds 2040 Target Date Retirement Fund 1,220.6763 shares | Mutual Funds | — | — | $20K | 3.2% | |
| Participant loans 5.25% - 7.5% - | Bonds / Notes | — | — | $9K | 1.5% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $7K | 1.1% | |
| MFS Mid Cap Growth Fund 280.7788 shares | Mutual Funds | — | — | $7K | 1.1% | |
| JPMorgan US Value Fund 84.4896 shares | Other securities | — | — | $6K | 1.0% | |
| Fidelity 500 Index Fund 37.6692 shares | Common Collective Trusts | — | — | $5K | 0.8% | |
| DFA Real Estate Securities Portfolio 124.7162 shares | Mutual Funds | — | — | $5K | 0.7% | |
| Vanguard Information Technology Index Fund 24.1151 shares | Common Collective Trusts | — | — | $4K | 0.6% | |
| Fidelity Mid Cap Index Fund 124.0197 shares | Common Collective Trusts | — | — | $3K | 0.5% | |
| BlackRock Health Services Opportunities Portfolio 17.1205 shares | Other securities | — | — | $1K | 0.2% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $580 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
