Charles Masimore signed ZIER, Inc. DBA Uniform Advantage's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZIER, Inc. DBA Uniform Advantage's EIN is 65-0038118.
Download the official 2024 Form 5500 (PDF) for ZIER, Inc. DBA Uniform Advantage from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZIER, Inc. DBA Uniform Advantage'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $36K | — |
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 - ADM | Registered Investment Companies | — | — | $2.7M | 17.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 11.2% | |
| COL SELIGMAN TECH AND INFO I3 | Registered Investment Companies | — | — | $1.5M | 9.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 9.4% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $1.3M | 8.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $820K | 5.3% | |
| MFS CONS ALLOC R6 | Registered Investment Companies | — | — | $772K | 5.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $538K | 3.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $511K | 3.3% | |
| MFS MOD ALLOC FUND - R6 | Registered Investment Companies | — | — | $481K | 3.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $316K | 2.0% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $292K | 1.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $278K | 1.8% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $232K | 1.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $230K | 1.5% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $213K | 1.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $200K | 1.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $177K | 1.1% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $176K | 1.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $163K | 1.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $159K | 1.0% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $156K | 1.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $136K | 0.9% | |
| INVESCO CORPORATE BOND R6 | Registered Investment Companies | — | — | $131K | 0.8% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $125K | 0.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $112K | 0.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $89K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $89K | 0.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $89K | 0.6% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $61K | 0.4% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $47K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
