Laura Spurzem signed ZAG Technical Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZAG Technical Services' EIN is 77-0492384.
Download the official 2024 Form 5500 (PDF) for ZAG Technical Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZAG Technical Services' 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC FISHER | — | VANCOUVER, WA | INVESTMENT ADVISOR | $66K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2040 K Mutual fund | Other securities | — | — | $1.9M | 11.1% | |
| BlackRock LifePath Index 2035 K Mutual fund | Other securities | — | — | $1.8M | 10.3% | |
| BlackRock LifePath Index 2045 K Mutual fund | Other securities | — | — | $1.6M | 9.1% | |
| BlackRock LifePath Index 2030 K Mutual fund | Other securities | — | — | $1.4M | 8.1% | |
| BlackRock LifePath Index Retirement K Mutual fund | Other securities | — | — | $1.4M | 7.9% | |
| BlackRock LifePath Index 2050 K Mutual fund | Other securities | — | — | $1.3M | 7.4% | |
| Schwab SDB Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $843K | 4.9% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | Mutual Funds | — | — | $776K | 4.5% | |
| Vanguard Federal Money Market Inv Mutual fund | Mutual Funds | — | — | $747K | 4.3% | |
| FISHER INVESTMENTS ALL WORLD EQUITY SEI TRUST COMPANY · EIN 47-1327741 / PN 000 | Common Collective Trust | — | — | $628K | 3.6% | |
| BlackRock LifePath Index 2055 K Mutual fund | Other securities | — | — | $595K | 3.5% | |
| Vanguard Total World Stock Index Admiral Mutual fund | Mutual Funds | — | — | $583K | 3.4% | |
| Vanguard Growth Index Adm Mutual fund | Mutual Funds | — | — | $573K | 3.3% | |
| American Funds American Balanced R6 Mutual fund | Mutual Funds | — | — | $441K | 2.6% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund | Common Collective Trusts | — | — | $364K | 2.1% | |
| Vanguard Value Index Adm Mutual fund | Mutual Funds | — | — | $351K | 2.0% | |
| Vanguard Small Cap Index Adm Mutual fund | Mutual Funds | — | — | $291K | 1.7% | |
| FISHER INVESTMENTS US FIXED INCOME SEI TRUST COMPANY · EIN 47-1333674 / PN 000 | Common Collective Trust | — | — | $254K | 1.5% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | Mutual Funds | — | — | $218K | 1.3% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | Mutual Funds | — | — | $214K | 1.2% | |
| Vanguard Total Intl Bd Idx Admiral Mutual fund | Common Collective Trusts | — | — | $185K | 1.1% | |
| JPMorgan Mid Cap Value R6 Mutual fund | Other securities | — | — | $168K | 1.0% | |
| Baird Core Plus Bond Inst Mutual fund | Other securities | — | — | $140K | 0.8% | |
| BlackRock LifePath Index 2060 K Mutual fund | Other securities | — | — | $122K | 0.7% | |
| Notes receivable from participants through April 2045 - | Other securities | — | — | $111K | 0.6% | |
| BlackRock LifePath Index 2065 K Mutual fund | Other securities | — | — | $94K | 0.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual fund | Common Collective Trusts | — | — | $72K | 0.4% | |
| Schwab SDB Roth Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $66K | 0.4% | |
| Vanguard Inflation-Protected Secs Adm Mutual fund | Mutual Funds | — | — | $66K | 0.4% | |
| PGIM Global Total Return USD Hedged R6 Mutual fund | Other securities | — | — | $42K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
