JON Hausman signed B. C. Ziegler and Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B. C. Ziegler and Company's EIN is 39-0727640.
Download the official 2024 Form 5500 (PDF) for B. C. Ziegler and Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B. C. Ziegler and Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $65K | — |
| ONEAMERICA INVESTMENT ADVISORY SVCS | 81-3920167 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Funds Dodge & Cox Balanced Fund | Mutual Funds | — | — | $17.2M | 16.0% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $14.4M | 13.4% | |
| The Vanguard Group Vanguard Institutional Index Fd | Mutual Funds | — | — | $10.9M | 10.2% | |
| The Vanguard Group Vanguard US Growth Admiral | Mutual Funds | — | — | $8.8M | 8.2% | |
| Blackrock Mutual Funds Blackrock Equity Dividend Fund Class I | Other securities | — | — | $8.0M | 7.4% | |
| The Vanguard Group Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $6.3M | 5.9% | |
| The Vanguard Group Vanguard Federal Money Market Fund | Mutual Funds | — | — | $5.8M | 5.3% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | Other securities | — | — | $4.2M | 3.9% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $4.2M | 3.9% | |
| The Vanguard Group Vanguard Intl Growth Adm | Mutual Funds | — | — | $3.9M | 3.6% | |
| The Vanguard Group Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $2.9M | 2.7% | |
| The Vanguard Group Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $2.7M | 2.6% | |
| Federated Hermes total Return Bond IS | Other securities | — | — | $2.5M | 2.3% | |
| PIMCO Income Inst PIMCO Income Inst | Mutual Funds | — | — | $2.2M | 2.0% | |
| MassMutual Select Mid Cap "Growth | Other securities | — | — | $2.1M | 1.9% | |
| The Vanguard Group Vanguard Value Index Adm | Mutual Funds | — | — | $1.8M | 1.6% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares | Other securities | — | — | $1.6M | 1.5% | |
| PIMCO Investments LLC PIMCO Low Duration Fund | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity Advisor Small Cap Value I Fidelity Advisor Small-Cap Value I | Mutual Funds | — | — | $1.1M | 1.1% | |
| Artisan Artsian High Income Investor | Other securities | — | — | $1.1M | 1.0% | |
| Self Directed Brokerage Accounts Self directed investments | Self-Directed Brokerage | — | — | $1.0M | 1.0% | |
| Blackrock Mutual Funds Blackrock Global Allocation Fund Class I | Other securities | — | — | $865K | 0.8% | |
| Federated Kaufmann Small Cap Fund | Other securities | — | — | $741K | 0.7% | |
| The Vanguard Group Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $545K | 0.5% | |
| Notes receivable from participants Interest rates ranging from 3.25% to 9.75% | Bonds / Notes | — | — | $429K | 0.4% | |
| HERMES CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $287K | 0.3% | |
| The Vanguard Group Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $270K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
