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Original filing (PDF)20250911094411NAL0000154931001
TZERO GROUP, INC.
Form 5500
FILING_RECEIVED
TZERO GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
101
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TZERO GROUP, INC..
Plan sponsor
Name
TZERO GROUP, INC.
EIN
47-2409269
Address
10 WEST BROADWAY · SUITE 700 · SALT LAKE CITY, UT · 84101
Phone
(855) 893-7611
Industry
Finance & Insurancesee 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
2025-09-11
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $23K | — |
Investments
38 direct securities · 1 pooled fund· $13.2M(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.
Uncategorized
$12.5M
38 holdings
Common Collective Trust
$684K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Freedom Index 2040 Premium | — | — | — | $1.9M | 14.6% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 Premium | — | — | — | $1.8M | 13.9% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $1.3M | 10.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 Premium | — | — | — | $1.3M | 10.0% | |
| Fidelity Management Trust Company Fidelity Blue Chip Growth ‐ K6 | — | — | — | $1.1M | 8.6% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 Premium | — | — | — | $975K | 7.4% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $684K | 5.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 Premium | — | — | — | $548K | 4.1% | |
| Fidelity Management Trust Company Fidelity Brokeragelink Common Stock | — | — | — | $511K | 3.9% | |
| Fidelity Management Trust Company Fidelity International Index Fund | — | — | — | $304K | 2.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 Premium | — | — | — | $285K | 2.2% | |
| JPMorgan Equity Income Fund ‐ R6 | — | — | — | $255K | 1.9% | |
| Fidelity Management Trust Company Fidelity Small Cap Index Fund | — | — | — | $232K | 1.8% | |
| Vanguard Intermediate‐Term Bond Index Fund Admiral Shares | — | — | — | $179K | 1.4% | |
| Fidelity Management Trust Company Fidelity Contrafund ‐ K6 | — | — | — | $177K | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index Income Fund Premium | — | — | — | $153K | 1.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 Premium | — | — | — | $142K | 1.1% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index Fund | — | — | — | $136K | 1.0% | |
| Fidelity Management Trust Company Fidelity Brokeragelink Cash | — | — | — | $134K | 1.0% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | — | — | — | $133K | 1.0% | |
| Fidelity Management Trust Company Fidelity Brokeragelink Unit | — | — | — | $117K | 0.9% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund ‐ R6 | — | — | — | $103K | 0.8% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth Fund ‐ R6 | — | — | — | $98K | 0.7% | |
| Victory Capital Victory Sycamore Established Value Fund ‐ R6 | — | — | — | $97K | 0.7% | |
| Fidelity Management Trust Company Fidelity Strategic Income Fund | — | — | — | $89K | 0.7% | |
| American Funds American Funds Europacific Growth Fund ‐ R6 | — | — | — | $69K | 0.5% | |
| Notes receivable from participants loans at interest rates ranging from 10% to 10.50%, with maturities ranging from 2028 to 2029. ‐0‐ | — | — | — | $65K | 0.5% | |
| American Funds American Funds New World Fund ‐ R6 | — | — | — | $47K | 0.4% | |
| JPMorgan Core Bond Fund ‐ R6 | — | — | — | $46K | 0.4% | |
| Janus Henderson Janus Henderson Triton Fund ‐ N | — | — | — | $43K | 0.3% | |
| PGIM Investments PGIM Total Return Bond Fund ‐ R6 | — | — | — | $8K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 Premium | — | — | — | $7K | <0.1% | |
| Fidelity Management Trust Company Fidelity Brokeragelink Non Interest Bearing | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 Premium | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 Premium | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2010 Premium | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 Premium | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company Fidelity Brokeragelink Preferred Stock | — | — | — | $2K | <0.1% |
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