JEFF Beyers signed ZOOX, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZOOX, Inc.'s EIN is 47-1523316.
Download the official 2024 Form 5500 (PDF) for ZOOX, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZOOX, Inc.'s plan includes automatic enrollment, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.
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 | $228K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $49.1M | 22.1% | |
| Vanguard Institutional 500 Index Trust Collective Investment Trust | Common Collective Trusts | — | — | $49.1M | 22.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $38.6M | 17.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $29.5M | 13.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $22.8M | 10.3% | |
| State Street Large Cap Growth Index Trust Collective Investment Trust | Common Collective Trusts | — | — | $17.3M | 7.8% | |
| SSGA LGCP GRTH IDX STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $17.3M | 7.8% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $15.7M | 7.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $8.8M | 4.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $7.2M | 3.2% | |
| State Street Small-Mid Cap Index Trust Collective Investment Trust | Common Collective Trusts | — | — | $4.5M | 2.0% | |
| SSGA RSL SM/MD CP STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $4.5M | 2.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.6% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $3.0M | 1.4% | |
| Vanguard Retirement Savings Trust II Collective Investment Trust | Common Collective Trusts | — | — | $2.9M | 1.3% | |
| VANG RET SVGS TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| Vanguard Institutional Total Bond Market Index Trust Collective Investment Trust | Common Collective Trusts | — | — | $2.3M | 1.0% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.0% | |
| American Funds EuroPacific Growth Fund Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2.0M | 0.9% | |
| Vanguard Institutional Total International Stock Market Index Trust Collective Investment Trust | Common Collective Trusts | — | — | $1.5M | 0.7% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 0.7% | |
| State Street Large Cap Value Index Trust Collective Investment Trust | Common Collective Trusts | — | — | $1.3M | 0.6% | |
| SSGA RSL LG CP VAL STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| American Funds New World Fund Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.3M | 0.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $938K | 0.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $581K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $513K | 0.2% | |
| PGIM Total Return Bond Fund -Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $481K | 0.2% | |
| Harris Associates Oakmark International Collective Fund Class 3 Collective Investment Trust | Common Collective Trusts | — | — | $144K | <0.1% | |
| HARRIS OAKMRK INTL 3 SEI TRUST COMPANY · EIN 26-4757392 / PN 037 | Common Collective Trust | — | — | $144K | <0.1% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $85K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 Money Market Fund | Mutual Funds | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
