Mandy Eisch signed Zimbrick, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zimbrick, Inc.'s EIN is 39-0963195.
Download the official 2024 Form 5500 (PDF) for Zimbrick, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zimbrick, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $49K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Instl N/R | Mutual Funds | — | — | $20.8M | 16.0% | |
| American Funds American Balanced N/R | Mutual Funds | — | — | $14.5M | 11.1% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $14.4M | 11.1% | |
| Vanguard Windsor II Fund N/R | Mutual Funds | — | — | $13.7M | 10.5% | |
| Principal Mid Cap N/R | Other securities | — | — | $10.4M | 8.0% | |
| Vanguard International Growth Fund N/R | Mutual Funds | — | — | $10.2M | 7.9% | |
| Fidelity Advisor Total Bond N/R | Mutual Funds | — | — | $10.2M | 7.8% | |
| Vanguard Small Cap Instl N/R | Mutual Funds | — | — | $6.5M | 5.0% | |
| Fully Benefit Responsive Investment Contract * Great-West Trust Company Series Class IV N/R | Common Stocks | — | — | $5.4M | 4.2% | |
| Victory Sycamore Established Value Fund N/R | Other securities | — | — | $4.4M | 3.4% | |
| Vanguard International Value Fund N/R | Mutual Funds | — | — | $3.5M | 2.7% | |
| American Funds Bond Fund of America N/R | Mutual Funds | — | — | $2.7M | 2.1% | |
| American Funds 2035 Target Date Fund N/R | Mutual Funds | — | — | $2.7M | 2.0% | |
| American Funds 2030 Target Date Fund N/R | Mutual Funds | — | — | $2.1M | 1.6% | |
| American Funds 2045 Target Date Fund N/R | Mutual Funds | — | — | $1.0M | 0.8% | |
| American Funds 2040 Target Date Fund N/R | Mutual Funds | — | — | $1.0M | 0.8% | |
| American Funds 2065 Target Date Fund N/R | Mutual Funds | — | — | $822K | 0.6% | |
| American Funds 2050 Target Date Fund N/R | Mutual Funds | — | — | $616K | 0.5% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $582K | 0.4% | |
| American Funds 2060 Target Date Fund N/R | Mutual Funds | — | — | $579K | 0.4% | |
| Loans * Participant Loans Interest rates: 3.20% - 8.50% $0 | Bonds / Notes | — | — | $519K | 0.4% | |
| American Funds 2025 Target Date Fund N/R | Mutual Funds | — | — | $471K | 0.4% | |
| American Funds 2055 Target Date Fund N/R | Mutual Funds | — | — | $299K | 0.2% | |
| American Funds 2020 Target Date Fund N/R | Mutual Funds | — | — | $236K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| NONE |
| $50K |
| — |
| BAKER TILLY VIRCHOW KRAUSE, LLP | — | NEW CASTLE, PA | NONE | $31K | — |
