Traci Mortensen signed Zimmerman Architectural Studios, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zimmerman Architectural Studios, Inc.'s EIN is 39-1101911.
Download the official 2024 Form 5500 (PDF) for Zimmerman Architectural Studios, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zimmerman Architectural Studios, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | 39-1828175 | — | ADVISOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Trust US Research Enhanced Equity Fund | Other securities | — | — | $2.2M | 15.2% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $1.4M | 9.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.4M | 9.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 7.2% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $899K | 6.4% | |
| Fidelity Investments Equity Growth Fund | Mutual Funds | — | — | $668K | 4.7% | |
| Allspring Funds Special Mid Cap Value Fund | Other securities | — | — | $664K | 4.7% | |
| Victory Capital RS Global Fund | Other securities | — | — | $570K | 4.0% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $540K | 3.8% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $517K | 3.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $470K | 3.3% | |
| MFS Trust Value Fund | Mutual Funds | — | — | $412K | 2.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $380K | 2.7% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $369K | 2.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $311K | 2.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $292K | 2.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $291K | 2.1% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $270K | 1.9% | |
| DFA Real Estate Securities Fund | Mutual Funds | — | — | $259K | 1.8% | |
| American Funds New World Fund | Mutual Funds | — | — | $252K | 1.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $237K | 1.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $223K | 1.6% | |
| JPMorgan Trust Global Bond Opportunities Fund | Other securities | — | — | $163K | 1.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $135K | 1.0% | |
| DFA U.S. Small Cap Growth Portfolio Fund | Mutual Funds | — | — | $109K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $60K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $45K | 0.3% | |
| Participant loans Notes receivable from participants, repayment schedules through May 2030 with interest rates ranging from 3.25% to 8.50% - | Bonds / Notes | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $21K | 0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $12K | <0.1% | |
| T. Rowe Price Health Sciences Fund | Other securities | — | — | $10K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Money market fund * Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
