Kimberly Odricani signed Zulily, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zulily, LLC's EIN is 47-4942380.
Download the official 2022 Form 5500 (PDF) for Zulily, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Zulily, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $254K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS TRT SL 2050 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $13.3M | 17.5% | |
| SS TRT SL 2055 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $12.4M | 16.4% | |
| SS TRT SL 2045 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $9.3M | 12.3% | |
| SS TRT SL 2040 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $7.6M | 10.0% | |
| SS S&P 500 INDEX SL SERIES FD CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $5.7M | 7.5% | |
| SS TRT SL 2035 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $5.0M | 6.6% | |
| SS TRT SL 2030 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $4.7M | 6.2% | |
| SS TRT SL 2060 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $4.2M | 5.6% | |
| SS TRT SL 2025 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $2.8M | 3.6% | |
| FIDELITY GROWTH COMP COMM POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| State Street Russell Small Mid Cap Index Securities Lending Series Fund; Class I N/R | Other securities | — | — | $1.4M | 1.8% | |
| SS RUSS S/M CAP IN SEC LEND FD CL I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| T. Rowe Price Institutional Large Cap Value Fund; Institutional Class N/R | Mutual Funds | — | — | $1.2M | 1.6% | |
| Brokeragelink Accounts Self-Directed Brokerage Link Accounts N/R | Self-Directed Brokerage | — | — | $1.0M | 1.3% | |
| Money Market Fund Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $975K | 1.3% | |
| SS TRT SL 2020 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $793K | 1.0% | |
| Participant Loans Interest rates: 4.25% - 8.50% $0 | Bonds / Notes | — | — | $777K | 1.0% | |
| GW&K SMALL/MID CAP CIT GW&K LLC · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $769K | 1.0% | |
| SS GLOBAL ALL CAP EQUITY EX-US INDE STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $713K | 0.9% | |
| PRINCIPAL DRA CIT; TIER I PRINCIPAL · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $441K | 0.6% | |
| SS US BOND INDEX SL SERIES CL XIV STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $420K | 0.6% | |
| TS&W INTER LRG CAP EQUITY TR CL 1 GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 003 | Common Collective Trust | — | — | $310K | 0.4% | |
| FIDELITY MANAGED INC PORT II; CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $209K | 0.3% | |
| SS TRT SL INCOME CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $124K | 0.2% | |
| SS TRT SL 2065 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $106K | 0.1% | |
| PRUDENTIAL CORE PL BOND; CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $87K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
