Sheila Nicodemus signed ZEP Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZEP Inc.'s EIN is 26-0783366.
Download the official 2024 Form 5500 (PDF) for ZEP Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZEP Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $45K | — |
| SMITH ANGLIN FINANCIAL LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $25.1M | 15.7% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $15.9M | 9.9% | |
| LARGE CAP GROWTH FUND IV CL I1 WILMINGTON TRUST, N.A. · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $12.8M | 8.0% | |
| Charles Schwab PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $12.5M | 7.8% | |
| BlackRock LifePath Retirement Instl | Other securities | — | — | $11.5M | 7.2% | |
| BlackRock LifePath 2030 Instl | Other securities | — | — | $8.9M | 5.6% | |
| Columbia Dividend Income Class R5 | Other securities | — | — | $8.4M | 5.3% | |
| BlackRock LifePath 2035 Instl | Other securities | — | — | $7.9M | 4.9% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $5.8M | 3.6% | |
| BlackRock LifePath 2045 Instl | Other securities | — | — | $5.6M | 3.5% | |
| Metropolitan West Funds Metropolitan West Total Return Bond Plan | Other securities | — | — | $5.5M | 3.5% | |
| MID CAP GROWTH FUND CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $5.5M | 3.4% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $5.3M | 3.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $5.0M | 3.1% | |
| BlackRock LifePath 2050 Instl | Other securities | — | — | $4.3M | 2.7% | |
| MFS MID CAP VALUE FUND 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4.2M | 2.6% | |
| BlackRock LifePath 2040 Instl | Other securities | — | — | $4.1M | 2.6% | |
| WILMGT TR CIT SMALL CAP VALUE FUND WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $2.6M | 1.6% | |
| various maturity dates | Other securities | — | — | $1.5M | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.5M | 0.9% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $1.3M | 0.8% | |
| BlackRock LifePath 2055 Instl | Other securities | — | — | $1.2M | 0.8% | |
| BlackRock LifePath 2060 Instl | Other securities | — | — | $853K | 0.5% | |
| BlackRock LifePath 2065 Instl | Other securities | — | — | $340K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $73K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0778361 |
| — |
| NONE |
| $15K |
| — |
| ZANETTI FINANCIAL LLC | 47-5440273 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
