Kevin Royal signed Zovio, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zovio, Inc.'s EIN is 59-3551629.
Download the official 2022 Form 5500 (PDF) for Zovio, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Zovio, 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 |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INS. CO | 84-0467907 | — | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | 84-1532243 | — | NONE | $23K | — |
| MMA SECURITIES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock MultiManager 2040 Lifetime R6 Mutual Fund | Other securities | — | — | $7.6M | 13.1% | |
| John Hancock MultiManager 2045 Lifetime R6 Mutual Fund | Other securities | — | — | $5.5M | 9.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $5.4M | 9.3% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $3.8M | 6.6% | |
| John Hancock MultiManager 2030 Lifetime R6 Mutual Fund | Other securities | — | — | $3.8M | 6.5% | |
| John Hancock MultiManager 2035 Lifetime R6 Mutual Fund | Other securities | — | — | $3.5M | 6.0% | |
| JP Morgan Core Plus Bond R6 Mutual Fund | Other securities | — | — | $2.8M | 4.7% | |
| Key Guaranteed Portfolio Fund Group Annuity Contract | Common Stocks | — | — | $2.6M | 4.5% | |
| Vanguard Total International Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $2.3M | 4.0% | |
| American Funds Fundamental Investor R6 Mutual Fund | Mutual Funds | — | — | $2.1M | 3.5% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $2.0M | 3.4% | |
| American Funds EuroPacific Growth R6 Mutual Fund | Mutual Funds | — | — | $2.0M | 3.4% | |
| JP Morgan Equity Income R6 Mutual Fund | Other securities | — | — | $1.8M | 3.1% | |
| John Hancock MultiManager 2050 Lifetime R6 Mutual Fund | Other securities | — | — | $1.8M | 3.1% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $1.8M | 3.1% | |
| MassMutual Select Mid Cap Growth I Mutual Fund | Other securities | — | — | $1.7M | 2.9% | |
| John Hancock MultiManager 2020 Lifetime R6 Mutual Fund | Other securities | — | — | $1.4M | 2.5% | |
| John Hancock MultiManager 2025 Lifetime R6 Mutual Fund | Other securities | — | — | $1.1M | 2.0% | |
| Franklin Small Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 1.9% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $887K | 1.5% | |
| TIAA-CREF Social Choice Equity Retirement Mutual Fund | Mutual Funds | — | — | $666K | 1.1% | |
| John Hancock MultiManager 2055 Lifetime R6 Mutual Fund | Other securities | — | — | $651K | 1.1% | |
| John Hancock Disciplined Value Mid Cap I Mutual Fund | Other securities | — | — | $639K | 1.1% | |
| John Hancock MultiManager 2010 Lifetime R6 Mutual Fund | Other securities | — | — | $470K | 0.8% | |
| John Hancock MultiManager 2060 Lifetime R6 Mutual Fund | Other securities | — | — | $337K | 0.6% | |
| John Hancock MultiManager 2015 Lifetime R6 Mutual Fund | Other securities | — | — | $260K | 0.4% | |
| Notes receivable from participants Interest rate 4.15% to 6.50% -0- | Bonds / Notes | — | — | $96K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-3570392 |
| — |
| NONE |
| $20K |
| — |
| PKF LLP | 81-3391684 | — | NONE | $15K | — |
