Zeigler Auto Group, Inc.'s EIN is 38-3567114.
Download the official 2024 Form 5500 (PDF) for Zeigler Auto Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zeigler Auto Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENLEAF TRUST | 38-3416104 | — | TRUSTEE | $485K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $9.8M | 13.5% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $9.5M | 13.0% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $8.4M | 11.5% | |
| Vanguard 500 Index Admiral Share Fund | Common Collective Trusts | — | — | $7.8M | 10.7% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $6.2M | 8.5% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $5.5M | 7.5% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $4.5M | 6.2% | |
| Northern Institutional Treasury Portfolio | Other securities | — | — | $3.1M | 4.3% | |
| William Blair Large Cap Gr Fund | Other securities | — | — | $2.0M | 2.8% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $2.0M | 2.7% | |
| Wasatch Core Growth Institutional Fund | Other securities | — | — | $1.5M | 2.1% | |
| T Rowe Price Mid Cap Growth Fund | Mutual Funds | — | — | $1.5M | 2.1% | |
| Vanguard Total Bond Market Fund | Mutual Funds | — | — | $1.2M | 1.6% | |
| Vanguard Total Intl Stock Index Fund | Common Collective Trusts | — | — | $1.1M | 1.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 1.4% | |
| Vanguard Short-Term Investment Grade Fund | Mutual Funds | — | — | $956K | 1.3% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $914K | 1.3% | |
| Blackrock Equity Divid Fd | Mutual Funds | — | — | $906K | 1.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $810K | 1.1% | |
| T Rowe Price Mid-Cap Value Fund | Mutual Funds | — | — | $686K | 0.9% | |
| T Rowe Price Spectrum Conserv Alloc Fund | Mutual Funds | — | — | $581K | 0.8% | |
| Hartford International Opportunity Fund | Other securities | — | — | $479K | 0.7% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $430K | 0.6% | |
| Northern Global Real Estate Index Fund | Common Collective Trusts | — | — | $244K | 0.3% | |
| Delaware Small Cap Value Fund | Other securities | — | — | $236K | 0.3% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $192K | 0.3% | |
| Vanguard Intermediate Term Treasury Fund | Mutual Funds | — | — | $174K | 0.2% | |
| T Rowe Price Retirement Balanced Fund | Mutual Funds | — | — | $167K | 0.2% | |
| Delaware Emerging Markets Fund | Other securities | — | — | $143K | 0.2% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $119K | 0.2% | |
| T Rowe Price Retirement 2015 Fund | Mutual Funds | — | — | $111K | 0.2% | |
| T Rowe Price Retirement 2010 Fund | Mutual Funds | — | — | $54K | <0.1% | |
| Pimco Total Return Fund | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
