Julia Vaughn signed Zeiders Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zeiders Enterprises, Inc.'s EIN is 54-1188197.
Download the official 2024 Form 5500 (PDF) for Zeiders Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zeiders Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $80K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund-Admiral | Mutual Funds | — | — | $4.5M | 14.9% | |
| MFS Growth R6 | Mutual Funds | — | — | $4.2M | 14.0% | |
| T. Rowe Price Retirement I 2030 I | Other securities | — | — | $3.0M | 10.1% | |
| T. Rowe Price Retirement I 2040 I | Other securities | — | — | $2.6M | 8.8% | |
| T. Rowe Price Retirement I 2050 I | Other securities | — | — | $2.4M | 8.0% | |
| JP Morgan US Equity I | Other securities | — | — | $1.5M | 5.1% | |
| Invesco Discovery R6 | Mutual Funds | — | — | $1.3M | 4.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.3M | 4.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.2M | 4.1% | |
| Collective Trust Fund Federated Capital Preservation Fund ISP | Common Collective Trusts | — | — | $1.1M | 3.7% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.7% | |
| Fidelity International Index | Mutual Funds | — | — | $996K | 3.3% | |
| MFS Value R6 | Mutual Funds | — | — | $890K | 3.0% | |
| Dodge & Cox Income Fund * - Dodge & Cox Income Fund X | Mutual Funds | — | — | $756K | 2.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $560K | 1.9% | |
| MFS MID Cap Value R6 | Mutual Funds | — | — | $559K | 1.9% | |
| T. Rowe Price Retirement I 2020 I | Other securities | — | — | $485K | 1.6% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $381K | 1.3% | |
| T. Rowe Price Retirement I 2010 I | Other securities | — | — | $338K | 1.1% | |
| Vanguard Emerging Mkts Stock IDX Admiral | Common Collective Trusts | — | — | $303K | 1.0% | |
| Vanguard Short-Term Federal ADM | Mutual Funds | — | — | $247K | 0.8% | |
| T. Rowe Price Retirement I 2060 I | Other securities | — | — | $186K | 0.6% | |
| Participant Loans Interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $177K | 0.6% | |
| Blackrock Mid-Cap Growth Equity Instl | Other securities | — | — | $161K | 0.5% | |
| T. Rowe Price Retirement I 2035 I | Other securities | — | — | $151K | 0.5% | |
| T. Rowe Price Retirement I 2045 I | Other securities | — | — | $112K | 0.4% | |
| Vanguard Total Intl BD IDX Admiral | Common Collective Trusts | — | — | $106K | 0.4% | |
| T. Rowe Price Retirement I 2055 I | Other securities | — | — | $95K | 0.3% | |
| T. Rowe Price Retirement I 2025 I | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $30K |
| — |
