Sarah Pietruczak signed Zywave, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zywave, Inc.'s EIN is 39-1810743.
Download the official 2024 Form 5500 (PDF) for Zywave, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zywave, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | — | MEQUON, WI | INVESTMENT ADVISOR | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Target Retirement 2055 Investor Fund | Mutual Funds | — | — | $12.6M | 19.1% | |
| Vanguard Funds 500 Index Fund | Common Collective Trusts | — | — | $9.7M | 14.7% | |
| Vanguard Funds Target Retirement 2045 Investor Fund | Mutual Funds | — | — | $6.3M | 9.5% | |
| Vanguard Funds Target Retirement 2035 Investor Fund | Mutual Funds | — | — | $5.2M | 7.8% | |
| Vanguard Funds Target Retirement 2050 Investor Fund | Mutual Funds | — | — | $4.8M | 7.3% | |
| Fidelity Funds Advisor Equity Growth | Mutual Funds | — | — | $2.7M | 4.1% | |
| Vanguard Funds Target Retirement 2040 Investor Fund | Mutual Funds | — | — | $2.5M | 3.8% | |
| Vanguard Funds Target Retirement 2060 Investor Fund | Mutual Funds | — | — | $2.4M | 3.7% | |
| Vanguard Funds Small Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 2.6% | |
| Vanguard Funds Mid Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 2.6% | |
| Vanguard Funds Developed Markets Index Fund | Common Collective Trusts | — | — | $1.4M | 2.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| MFS Funds Mid Cap Value Fund | Mutual Funds | — | — | $1.2M | 1.8% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $1.1M | 1.7% | |
| Vanguard Funds Target Retirement 2030 Investor Fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| MFS Funds Value Fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| Vanguard Funds Target Retirement 2025 Investor Fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| Vanguard Funds Target Retirement 2065 Investor Fund | Mutual Funds | — | — | $1.1M | 1.6% | |
| Baird Funds Core Plus Bond Institutional | Other securities | — | — | $997K | 1.5% | |
| Fidelity Funds Small Cap Value Fund | Mutual Funds | — | — | $983K | 1.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $839K | 1.3% | |
| T. Rowe Price Funds QM US Small-Cap Growth Fund | Other securities | — | — | $805K | 1.2% | |
| JPMorgan Funds Global Bond Opportunities Fund | Other securities | — | — | $610K | 0.9% | |
| Vanguard Funds Total Bond Market Index Fund | Common Collective Trusts | — | — | $502K | 0.8% | |
| Participants Notes receivable from participants - various repayment schedules through August 2038 with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $484K | 0.7% | |
| Principal Funds Real Estate Securities Fund | Other securities | — | — | $456K | 0.7% | |
| MFS Funds Mid Cap Growth Fund | Mutual Funds | — | — | $390K | 0.6% | |
| Vanguard Funds Target Retirement 2020 Investor Fund | Mutual Funds | — | — | $185K | 0.3% | |
| Blackrock Funds Balanced Capital Institutional | Other securities | — | — | $157K | 0.2% | |
| Vanguard Funds Target Retirement Income Fund | Mutual Funds | — | — | $87K | 0.1% | |
| American Funds Global Balanced Fund | Mutual Funds | — | — | $59K | <0.1% | |
| Vanguard Funds Target Retirement 2070 Investor Fund | Mutual Funds | — | — | $52K | <0.1% | |
| Pioneer Funds Classic Balanced Esg | Other securities | — | — | $47K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VRAKAS/BLUM, S.C. | — | BROOKFIELD, WI | AUDITOR | $13K | — |
