Ziegler Inc.'s EIN is 41-0624660.
Download the official 2024 Form 5500 (PDF) for Ziegler Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ziegler Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER AN INS CO. OF AMERICA | 06-1050034 | — | NONE | $32K | — |
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 INSTITUTIONAL INDEX | Mutual Funds | — | — | $68.7M | 17.7% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $46.5M | 12.0% | |
| FIDELITY LARGE CAP GROWTH INDEX | Mutual Funds | — | — | $39.0M | 10.1% | |
| AMERICAN FUND WASHINGTON MUTUAL R6 | Other securities | — | — | $36.0M | 9.3% | |
| VANGUARD TOTAL INTERNATIONAL STOCK I | Mutual Funds | — | — | $33.5M | 8.7% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $21.8M | 5.6% | |
| VANGUARD TOTAL BOND MARKET INDEX FUND | Common Collective Trusts | — | — | $18.0M | 4.7% | |
| AMERICAN FUNDS EUROPACFIC GROWTH R6 | Mutual Funds | — | — | $17.9M | 4.6% | |
| TROWE PRICE INSTITUTIONAL MID-CAP | Mutual Funds | — | — | $17.4M | 4.5% | |
| HARRIS ASSOC. OAKMARK INTL COL FD HARRIS ASSOCIATES L.P. · EIN 26-0834899 / PN 035 | Common Collective Trust | — | — | $17.1M | 4.4% | |
| ALLSPRING SPECIAL MID CAP INDEX | Other securities | — | — | $14.2M | 3.7% | |
| VANGUARD MC INDEX INSTL | Mutual Funds | — | — | $13.3M | 3.4% | |
| PGIM JENN SMALL CO CLASS R6 | Common Stocks | — | — | $11.7M | 3.0% | |
| VANGUARD SMALL CAP IND INS | Mutual Funds | — | — | $11.2M | 2.9% | |
| VANGUARD SMALL CAP INDEX | Mutual Funds | — | — | $9.6M | 2.5% | |
| VANGUARD INFL PRO SEC INS | Mutual Funds | — | — | $5.5M | 1.4% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $4.6M | 1.2% | |
| Notes receivable from participants | Other securities | — | — | $130K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
