Zearn's EIN is 37-1665745.
Download the official 2024 Form 5500 (PDF) for Zearn from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zearn's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 | Other securities | — | — | $3.0M | 21.0% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.9M | 13.4% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $1.4M | 9.8% | |
| Vanguard Total Stock Mkt Idx A | Common Collective Trusts | — | — | $1.1M | 7.5% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $978K | 6.8% | |
| Vanguard LifeStrategy Growth | Mutual Funds | — | — | $839K | 5.8% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $715K | 5.0% | |
| Vanguard Total Bond Mkt I Adm | Mutual Funds | — | — | $674K | 4.7% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $618K | 4.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $574K | 4.0% | |
| Vanguard Total Intl Stk I Adm | Mutual Funds | — | — | $373K | 2.6% | |
| Vanguard Emerg Mkts Stock Adm | Mutual Funds | — | — | $302K | 2.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $282K | 2.0% | |
| Harbor Cap Appreciation Inv | Other securities | — | — | $280K | 1.9% | |
| Amer Funds EuroPacific Gr R6 | Other securities | — | — | $198K | 1.4% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $197K | 1.4% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | — | $135K | 0.9% | |
| Vanguard FTSE All-Wld ex-US | Mutual Funds | — | — | $134K | 0.9% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $78K | 0.5% | |
| Invesco Oppen Intl Bond DFA 180 T. Rowe Price Retirement 2025 17 T. Rowe Price Retirement 2030 | Mutual Funds | — | — | $73K | 0.5% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $64K | 0.4% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $64K | 0.4% | |
| Notes receivable from participants Maturity dates through September 2039; interest rates from 4.25% to 9.5% | Bonds / Notes | — | — | $59K | 0.4% | |
| Amer Funds Fundamental Invs R6 | Other securities | — | — | $53K | 0.4% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $50K | 0.3% | |
| Vanguard LifeStrategy Mod Gro | Mutual Funds | — | — | $43K | 0.3% | |
| Aberdeen Emerging Mkts Instl | Mutual Funds | — | — | $40K | 0.3% | |
| Vanguard Strategic Small-Cap | Mutual Funds | — | — | $38K | 0.3% | |
| AmCent Infl-Adj Bond Inv | Other securities | — | — | $29K | 0.2% | |
| T.Rowe Price Retirement Income | Other securities | — | — | $25K | 0.2% | |
| Cash and cash equivalents Schwab Bank Savings Account | Mutual Funds | — | — | $22K | 0.2% | |
| Vanguard LifeStrat Cnsv Gr Inv | Mutual Funds | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
