Donna Stevenson signed Prezero US. Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prezero US. Inc.'s EIN is 30-1027582.
Download the official 2023 Form 5500 (PDF) for Prezero US. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Prezero US. Inc.'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 |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | NONE | $15K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Income Institutional Mutual fund | Mutual Funds | — | — | $561K | 13.0% | |
| AB Large Cap Growth Fund Mutual fund | Other securities | — | — | $506K | 11.8% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $491K | 11.4% | |
| Dodge & Cox Stock Mutual fund | Mutual Funds | — | — | $393K | 9.1% | |
| BlackRock LifePath Index 2035 K Mutual fund | Other securities | — | — | $333K | 7.7% | |
| CUNA Mutual Financial Group Stable Value A34 Stable value fund | Stable Value | — | — | $312K | 7.2% | |
| BlackRock LifePath Index 2055 K Mutual fund | Other securities | — | — | $222K | 5.2% | |
| John Hancock Bond Mutual fund | Other securities | — | — | $215K | 5.0% | |
| BlackRock LifePath Index 2050 K Mutual fund | Other securities | — | — | $197K | 4.6% | |
| American Funds New Perspective Mutual fund | Mutual Funds | — | — | $153K | 3.5% | |
| MFS International Diversification Mutual fund | Mutual Funds | — | — | $116K | 2.7% | |
| BlackRock LifePath Index 2045 K Mutual fund | Other securities | — | — | $112K | 2.6% | |
| accounts and latest maturity is September 2033. | Other securities | — | — | $82K | 1.9% | |
| BlackRock Mid Cap Growth Equity K Mutual fund | Other securities | — | — | $76K | 1.8% | |
| BlackRock LifePath Index 2040 K Mutual fund | Other securities | — | — | $72K | 1.7% | |
| Columbia Global Technology Growth Mutual fund | Other securities | — | — | $66K | 1.5% | |
| Undiscovered Managers Behavioral Value Mutual fund | Other securities | — | — | $54K | 1.3% | |
| American Funds American Balanced Mutual fund | Mutual Funds | — | — | $53K | 1.2% | |
| Vanguard Small-Cap Index Admiral Mutual fund | Mutual Funds | — | — | $50K | 1.2% | |
| BlackRock LifePath Index 2060 K Mutual fund | Other securities | — | — | $47K | 1.1% | |
| Vanguard Mid-Cap Index Admiral Mutual fund | Mutual Funds | — | — | $42K | 1.0% | |
| Allspring Special Mid Cap Value Mutual fund | Other securities | — | — | $39K | 0.9% | |
| BlackRock LifePath Index 2025 K Mutual fund 965 BlackRock Life Path Index Retire K Mutual fund | Other securities | — | — | $37K | 0.9% | |
| BlackRock Health Sciences Opportunities Mutual fund | Other securities | — | — | $21K | 0.5% | |
| BlackRock LifePath Index 2030 K Mutual fund | Other securities | — | — | $13K | 0.3% | |
| BlackRock LifePath Index 2065 K Mutual fund | Other securities | — | — | $9K | 0.2% | |
| Vanguard Total Bond Market Index Mutual fund | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Explorer Admiral Mutual fund 962 Vanguard Total Stock International Stock Index Mutual fund | Mutual Funds | — | — | $8K | 0.2% | |
| Cohen & Steers Instl Realty Shares Mutual fund | Other securities | — | — | $7K | 0.2% | |
| American Funds New World Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
