Micheline Himes signed ZUME, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZUME, Inc.'s EIN is 47-4609168.
Download the official 2023 Form 5500 (PDF) for ZUME, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ZUME, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS COORDINATORS, INC. | 83-2359120 | — | CONSULTANT | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $516K | $493K | 20.2% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $377K | $388K | 15.9% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $373K | $369K | 15.1% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $313K | $308K | 12.6% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $234K | $230K | 9.4% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $150K | $151K | 6.2% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $97K | $93K | 3.8% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $95K | $88K | 3.6% | |
| FID 500 INDEX | Common Collective Trusts | — | $59K | $77K | 3.2% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $32K | $35K | 1.4% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $23K | $32K | 1.3% | |
| GABELLI US MM I | Other securities | — | $31K | $31K | 1.2% | |
| C&S REAL ESTATE Z | Other securities | — | $23K | $22K | 0.9% | |
| DODGE & COX STOCK I | Mutual Funds | — | $20K | $22K | 0.9% | |
| FID MID CAP IDX | Common Collective Trusts | — | $17K | $21K | 0.9% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $20K | $18K | 0.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | $13K | $16K | 0.6% | |
| FID FDM IDX 2015 IPR | Common Collective Trusts | — | $14K | $12K | 0.5% | |
| PGIM HIGH YIELD R6 | Other securities | — | $9K | $8K | 0.3% | |
| DFA US TARGET VAL I | Mutual Funds | — | $6K | $6K | 0.3% | |
| FID EMRG MKTS IDX | Common Collective Trusts | — | $6K | $6K | 0.2% | |
| FID INTL INDEX | Mutual Funds | — | $5K | $5K | 0.2% | |
| FID US BOND IDX | Common Collective Trusts | — | $5K | $5K | 0.2% | |
| CRLN E MID CAP GR R6 | Other securities | — | $4K | $5K | 0.2% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | $1K | $1K | <0.1% | |
| BUFFALO SM CAP INST | Other securities | — | $1K | $1K | <0.1% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | $385 | $352 | <0.1% | |
| VOYA INTERM BOND R6 | Other securities | — | $376 | $319 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
