Anthony M. Ward ESQ. signed ZIP Aviation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZIP Aviation's EIN is 42-1631983.
Download the official 2024 Form 5500 (PDF) for ZIP Aviation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZIP Aviation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2060 Mutual Fund | Other securities | — | — | $200K | 16.7% | |
| T. Rowe Price Retirement 2050 Mutual Fund | Other securities | — | — | $182K | 15.2% | |
| T. Rowe Price Retirement 2040 Mutual Fund | Other securities | — | — | $168K | 14.0% | |
| T. Rowe Price Retirement 2045 Mutual Fund | Other securities | — | — | $154K | 12.9% | |
| T.Rowe Price Retirement 2055 Mutual Fund | Other securities | — | — | $147K | 12.3% | |
| State Street Small/Mid Cap Equity Index Mutual Fund ** $910 T. Rowe Price Retirement 2020 Mutual Fund ** $71 T. Rowe Price Retirement 2025 Mutual Fund ** $192 T. Rowe Price Retirement 2030 Mutual Fund | Common Collective Trusts | — | — | $90K | 7.5% | |
| T. Rowe Price Retirement 2065 Mutual Fund | Other securities | — | — | $43K | 3.5% | |
| JPMorgan Core Bond Mutual Fund | Other securities | — | — | $37K | 3.1% | |
| Notes Receivable from Participants Participant Loans*** | Participant loans | — | — | $31K | 2.6% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $31K | 2.6% | |
| Vanguard Short-Term Inflation Protected Securities Index Mutual Fund | Mutual Funds | — | — | $28K | 2.3% | |
| Pioneer Bond Fund Mutual Fund | Other securities | — | — | $28K | 2.3% | |
| PGIM High Yield Mutual Fund | Other securities | — | — | $25K | 2.1% | |
| T.Rowe Price Retirement 2035 Mutual Fund | Other securities | — | — | $18K | 1.5% | |
| Macquarie Small Cap Value Mutual Fund | Other securities | — | — | $5K | 0.4% | |
| Invesco Comstock Mutual Fund | Mutual Funds | — | — | $4K | 0.3% | |
| State Street Equity 500 Index Mutual Fund | Common Collective Trusts | — | — | $3K | 0.3% | |
| iShares Russell 2000 Small-Cap Index Mutual Fund ** $618 JP Morgan U.S. Equity Mutual Fund | Common Collective Trusts | — | — | $1K | 0.1% | |
| Alger Capital Appreciation Mutual Fund | Other securities | — | — | $1K | 0.1% | |
| Federal Hermes International Leaders Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
