Linda Pandolph signed LZ Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LZ Technology, Inc.'s EIN is 76-0674864.
Download the official 2024 Form 5500 (PDF) for LZ Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LZ Technology, 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 |
|---|---|---|---|---|---|
| PFS INVESTMENTS | 58-1436188 | — | INVESTMENT ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity® Government Money Market Fund Daily Money | Mutual Funds | — | — | $1.6M | 13.5% | |
| Harbor Capital Advisors Inc Harbor Capital Appreciation Fund Investor Class | Common Stocks | — | — | $1.3M | 11.5% | |
| Capital Research and Management American Funds 2025 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $1.3M | 11.3% | |
| Capital Research and Management American Funds 2035 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $1.3M | 11.2% | |
| Capital Research and Management American Funds 2030 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $1.2M | 10.2% | |
| Capital Research and Management American Funds 2060 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $853K | 7.4% | |
| Capital Research and Management American Funds 2040 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $654K | 5.6% | |
| Capital Research and Management American Funds 2050 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $647K | 5.6% | |
| Capital Research and Management American Funds 2010 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $420K | 3.6% | |
| Massachusetts Financial Services MFS Mid Cap Value Fund Class R3 | Mutual Funds | — | — | $379K | 3.3% | |
| Capital Research and Management American Funds 2045 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $312K | 2.7% | |
| Capital Research and Management American Funds 2055 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $266K | 2.3% | |
| BlackRock Advisors, LLC iShares S&P 500 Index Fund Investor A Shares | Common Collective Trusts | — | — | $219K | 1.9% | |
| BlackRock Advisors, LLC iShares Russell 2000 Small-Cap Index Fund Investor A Shares | Common Collective Trusts | — | — | $205K | 1.8% | |
| Fidelity Investments Fidelity Advisor® Small Cap Growth Fund Class A | Mutual Funds | — | — | $182K | 1.6% | |
| Massachusetts Financial Services MFS Mid Cap Growth Fund Class R3 | Mutual Funds | — | — | $170K | 1.5% | |
| Fidelity Investments Fidelity Advisor® Total Bond Fund Class A | Mutual Funds | — | — | $113K | 1.0% | |
| Capital Research and Management American Funds American Mutual Fund® R-4 | Mutual Funds | — | — | $92K | 0.8% | |
| Capital Research and Management American Funds 2065 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $88K | 0.8% | |
| BlackRock Advisors, LLC iShares MSCI EAFE International Index Fund Investor A | Common Collective Trusts | — | — | $80K | 0.7% | |
| PIMCO RAE US Small Fund Class A | Mutual Funds | — | — | $66K | 0.6% | |
| Fidelity Investments Fidelity Advisor® International Capital Appreciation A | Mutual Funds | — | — | $60K | 0.5% | |
| Cohen & Steers Capital Mgmt Cohen & Steers Realty Shares Fund Class A ** 129 American Century Investment Mgmt American Century Sustainable Equity Fund A Class | Other securities | — | — | $52K | 0.4% | |
| Fidelity Investments Fidelity Advisor® Government Income Fund Class A | Mutual Funds | — | — | $29K | 0.3% | |
| Fidelity Investments Fidelity Advisor® Investment Grade Bond Fund Class A | Mutual Funds | — | — | $4K | <0.1% | |
| Capital Research and Management American Funds 2020 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $2K | <0.1% | |
| Capital Research and Management American Funds 2015 Target Date Retirement Fund® R-3 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
