Shelton Zuckerman - Charles Gravely signed Zuckerman Gravely Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zuckerman Gravely Management, Inc.'s EIN is 52-1804940.
Download the official 2024 Form 5500 (PDF) for Zuckerman Gravely Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zuckerman Gravely Management, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | SERVICE PROVIDER | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPERATE ACCOUNT D VOYA LIFE INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11.3M | 95.2% | |
| MyCompass Amer Fds 2010 Fd R Separate Account D | Pooled Separate Accounts | — | — | $2.6M | 21.9% | |
| MyCompass Amer Fds 2015 Fd R Separate Account D | Pooled Separate Accounts | — | — | $1.7M | 14.0% | |
| MyCompass Amer Fds 2025 Fd R Separate Account D | Pooled Separate Accounts | — | — | $1.5M | 13.0% | |
| MyCompass Amer Fds 2045 Fd R Separate Account D | Pooled Separate Accounts | — | — | $1.2M | 10.4% | |
| MyCompass Amer Fds 2030 Fd R Separate Account D | Pooled Separate Accounts | — | — | $1.2M | 9.8% | |
| MyCompass Amer Fds 2020 Fd R Separate Account D | Pooled Separate Accounts | — | — | $793K | 6.7% | |
| MyCompass Amer Fds 2035 Fd R Separate Account D | Pooled Separate Accounts | — | — | $694K | 5.8% | |
| MyCompass Amer Fds 2055 Fd R Separate Account D | Pooled Separate Accounts | — | — | $563K | 4.7% | |
| MyCompass Amer Fds 2050 Fd R Separate Account D | Pooled Separate Accounts | — | — | $358K | 3.0% | |
| MyCompass Amer Fds 2040 Fd R Separate Account D | Pooled Separate Accounts | — | — | $350K | 3.0% | |
| maturing at various dates, secured by participant account balance | Other securities | — | — | $333K | 2.8% | |
| Vangrd Tot St Mkt Indx Fd Adm Separate Account D | Pooled Separate Accounts | — | — | $128K | 1.1% | |
| MyCompass Amer Fds 2060 Fd R Separate Account D | Pooled Separate Accounts | — | — | $96K | 0.8% | |
| Allspg Govmt Money Mkt Ins Separate Account D 2 JPMorgan LgCp Grw Fnd R6 Separate Account D | Pooled Separate Accounts | — | — | $88K | 0.7% | |
| Voya Gv Mny Mkt F A (Hld Acct) Separate Account D | Pooled Separate Accounts | — | — | $18K | 0.1% | |
| MyCompass Amer Fds 2065 Fd R Separate Account D | Pooled Separate Accounts | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
