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Original filing (PDF)20250925102256NAL0003469427001
ZAYO GROUP HOLDINGS, INC.
Form 5500
FILING_RECEIVED
ZAYO GROUP HOLDINGS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,724
Accounts w/ balance
4,084
Plan assets (EOY)
$357.3M
Net assets (EOY)
$357.3M
How this plan invests
This plan
19 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZAYO GROUP HOLDINGS, INC..
Plan sponsor
Name
ZAYO GROUP HOLDINGS, INC.
EIN
26-1398293
Address
1821 30TH STREET · UNIT A · BOULDER, CO · 80301
Phone
(303) 381-4683
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $230K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $103K | — |
| SAGEVIEW | 33-0818667 | — | CONSULTANT | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $32K | — |
Investments
13 direct securities · 19 pooled funds· $359.0M(100% of reported assets)
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.
Common Collective Trust
$265.2M
19 holdings
Uncategorized
$93.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $47.5M | 13.3% | |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $44.8M | 12.5% | |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $37.8M | 10.6% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $35.9M | 10.0% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $28.3M | 7.9% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $22.5M | 6.3% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $22.3M | 6.2% | |
| Pioneer Fundamental Growth Fund Class K | — | — | — | $19.3M | 5.4% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $17.0M | 4.8% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $11.6M | 3.3% | |
| Fidelity International Index Fund | — | — | — | $8.5M | 2.4% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $6.9M | 1.9% | |
| Collective Investment Trusts Putnam Large Cap Value Trust Class IA | — | — | — | $6.9M | 1.9% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $6.9M | 1.9% | |
| Fidelity Expended Market Index Fund | — | — | — | $6.1M | 1.7% | |
| CT STABLE GOVT I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $5.9M | 1.6% | |
| PIONEER MS FX INC GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $4.2M | 1.2% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| American Century Mid Cap Value Fund R6 Class | — | — | — | $4.1M | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $3.9M | 1.1% | |
| Victory Sycamore Small Company Opportunity Fund Class I | — | — | — | $3.5M | 1.0% | |
| Registered Investment Companies T. Rowe Price Overseas Stock Fund I Class | — | — | — | $2.7M | 0.7% | |
| GREAT GRAY TR FID INST AM CORE PLUS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| BrokerageLink * Fidelity BrokerageLink (self-directed brokerage accounts) | — | — | — | $1.8M | 0.5% | |
| VOYA SCG TRUST 22 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.5% | |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | — | — | — | $617K | 0.2% | |
| BrandywineGLOBAL Global Opportunities Bond Fund Class IS | — | — | — | $542K | 0.2% | |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $387K | 0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $49K | <0.1% | |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $29K | <0.1% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% |