Kavita GARG signed ZRS Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZRS Management, LLC's EIN is 27-2754743.
Download the official 2024 Form 5500 (PDF) for ZRS Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZRS Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $74K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $13.2M | 21.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $9.3M | 15.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $8.8M | 14.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $6.1M | 10.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.3M | 5.5% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $2.2M | 3.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $1.7M | 2.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| METLIFE REL ST VAL 25053 - 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.2% | |
| T ROWE MID- CAP GRWTH | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.0M | 1.7% | |
| MFS MASS INV GRTH STK R4 | Registered Investment Companies | — | — | $834K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $822K | 1.4% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $775K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $732K | 1.2% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $619K | 1.0% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $457K | 0.8% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $452K | 0.8% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $412K | 0.7% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $397K | 0.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $333K | 0.6% | |
| T. ROWE PRICE NEW ERA | Registered Investment Companies | — | — | $318K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
