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, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $42K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $16K | — |
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 Institutional N/R | Common Collective Trusts | — | — | $11.7M | 10.9% | |
| NYLI Winslow Large Cap Growth R6 N/R | Other securities | — | — | $11.3M | 10.5% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $9.7M | 9.0% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $9.2M | 8.5% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $6.3M | 5.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $6.2M | 5.8% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $5.9M | 5.5% | |
| New York Life Guaranteed Investment Contract N/R | Stable Value | — | — | $5.5M | 5.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $3.6M | 3.4% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.4% | |
| Class Fidelity Small Cap Growth, K6 Fund N/R | Mutual Funds | — | — | $3.3M | 3.1% | |
| American Funds EuroPacific Growth Fund, Class R6 N/R | Mutual Funds | — | — | $2.7M | 2.5% | |
| PIMCO Total Return Fund, Institutional Class N/R | Mutual Funds | — | — | $2.7M | 2.5% | |
| Institutional Class Dimensional Fund Advisors LP US Targeted Value Portfolio, Institutional N/R | Mutual Funds | — | — | $2.5M | 2.3% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.0% | |
| Columbia Funds Columbia Dividend Income Fund, N/R | Other securities | — | — | $1.5M | 1.4% | |
| Fidelity Emerging Markets K N/R | Mutual Funds | — | — | $1.4M | 1.3% | |
| Shares Vanguard Total International Stock Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 1.3% | |
| Vanguard Total Bond Market Index Fund, Institutional N/R | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.1% | |
| Fidelity Strategic Income Fund N/R | Mutual Funds | — | — | $614K | 0.6% | |
| Institutional Class 3 Dimensional Fund Advisors LP Global Real Estate Securities Portfolio, N/R | Mutual Funds | — | — | $494K | 0.5% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $273K | 0.3% | |
| T. Rowe Price International Discovery Fund, Class I N/R | Other securities | — | — | $240K | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 64-6546416 / PN 454 | Common Collective Trust | — | — | $173K | 0.2% | |
| Vanguard International Value Fund, Investor Shares N/R | Mutual Funds | — | — | $137K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
