Back to filter
Original filing (PDF)20250902184800NAL0030063842001
ZILLOW GROUP, INC.
Form 5500
FILING_RECEIVED
ZILLOW GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,441
Accounts w/ balance
9,257
Plan assets (EOY)
$849.8M
Net assets (EOY)
$849.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZILLOW GROUP, INC..
Plan sponsor
Name
ZILLOW GROUP, INC.
EIN
47-1645716
Address
1301 SECOND AVENUE, 31ST FLOOR · SEATTLE, WA · 98101
Phone
(206) 470-7000
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $211K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
17 direct securities · 13 pooled funds· $997.2M(100% of reported assets)
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.
Common Collective Trust
$509.2M
13 holdings
Uncategorized
$488.0M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2055 II Common Collective Trust Fund | — | — | — | $137.9M | 16.2% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $137.9M | 16.2% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $131.0M | 15.4% | |
| Vanguard Total Bd Mkt Idx Inst Registered Investment Company | — | — | — | $126.7M | 14.9% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $78.1M | 9.2% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $53.0M | 6.2% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $52.2M | 6.1% | |
| Vanguard US Growth Admiral Registered Investment Company | — | — | — | $39.9M | 4.7% | |
| Vanguard Sm Cap Index Instl Registered Investment Company | — | — | — | $29.1M | 3.4% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage account | — | — | — | $24.1M | 2.8% | |
| VGD DEVELOPED MKTS INDX INST Registered Investment Company | — | — | — | $24.0M | 2.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $23.1M | 2.7% | |
| Vanguard FTSE Social Instl Registered Investment Company | — | — | — | $21.9M | 2.6% | |
| Vanguard Value Index Instl Registered Investment Company | — | — | — | $21.5M | 2.5% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $15.9M | 1.9% | |
| Vanguard Total Stk Index Inst Registered Investment Company | — | — | — | $14.4M | 1.7% | |
| Vanguard Emrg Mkt Stk Idx Inst Registered Investment Company | — | — | — | $11.1M | 1.3% | |
| maturing through January 2040 | — | — | — | $9.1M | 1.1% | |
| PARTICIPANT LOANS (3.25% - 9.50%) | — | — | — | $9.1M | 1.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.1% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $6.4M | 0.8% | |
| Vanguard Intl Growth Admiral Registered Investment Company | — | — | — | $6.1M | 0.7% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.6% | |
| PGIM Total Return Bond R6 Registered Investment Company | — | — | — | $4.5M | 0.5% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.2% | |
| Vanguard Ret Income Trust II Common Collective Trust Fund | — | — | — | $1.3M | 0.2% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| Vanguard Ret Savings Trust IV Common Collective Trust Fund | — | — | — | $912K | 0.1% | |
| VFTC RETIREMENT SAVINGS TRUST IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $912K | 0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $199K | <0.1% |