Anthony S. Fox signed Sub-ZERO Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sub-ZERO Group, Inc.'s EIN is 56-2628046.
Download the official 2024 Form 5500 (PDF) for Sub-ZERO Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sub-ZERO Group, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $87K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Institutional Vanguard Total Stock Market Index Fund N/R | Common Collective Trusts | — | — | $64.8M | 17.0% | |
| NYLI Winslow Large Cap Growth R6 N/R | Other securities | — | — | $29.5M | 7.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.3M | 6.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $25.0M | 6.5% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $24.2M | 6.3% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $22.9M | 6.0% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.9M | 5.0% | |
| New York Life Guaranteed Investment Contract N/R | Stable Value | — | — | $18.3M | 4.8% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $17.4M | 4.6% | |
| Columbia Funds Columbia Dividend Income Fund, N/R | Other securities | — | — | $13.6M | 3.6% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $13.5M | 3.5% | |
| Class Fidelity Small Cap Growth, K6 Fund N/R | Mutual Funds | — | — | $12.6M | 3.3% | |
| PIMCO Total Return Fund, Institutional Class N/R | Mutual Funds | — | — | $11.9M | 3.1% | |
| Shares Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $11.5M | 3.0% | |
| Institutional Vanguard Total International Stock Index Fund N/R | Common Collective Trusts | — | — | $10.6M | 2.8% | |
| Institutional Class Dimensional Fund Advisors LP US Targeted Value Portfolio, Institutional N/R | Mutual Funds | — | — | $10.3M | 2.7% | |
| American Funds EuroPacific Growth Fund, Class R6 N/R | Mutual Funds | — | — | $9.0M | 2.4% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.8% | |
| Fidelity Strategic Income Fund N/R | Mutual Funds | — | — | $4.7M | 1.2% | |
| Fidelity Emerging Markets K N/R | Mutual Funds | — | — | $4.5M | 1.2% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.0% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.9% | |
| Participant loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $3.1M | 0.8% | |
| Institutional Class 3 Dimensional Fund Advisors LP Global Real Estate Securities Portfolio, N/R | Mutual Funds | — | — | $2.8M | 0.7% | |
| T. Rowe Price International Discovery Fund, Class I N/R | Other securities | — | — | $2.7M | 0.7% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.6% | |
| Vanguard International Value Fund, Investor N/R | Mutual Funds | — | — | $1.6M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 64-6546416 / PN 454 | Common Collective Trust | — | — | $59K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
