Sandra JU signed ZECO Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZECO Systems, Inc.'s EIN is 80-0825581.
Download the official 2024 Form 5500 (PDF) for ZECO Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZECO Systems, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR/INVESTMENT ADVIS | $66K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fid Freedom 2050 K6 Mutual Fund | Mutual Funds | — | — | $1.9M | 16.5% | |
| Fid Freedom 2035 K6 Mutual Fund | Mutual Funds | — | — | $1.8M | 15.5% | |
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.7M | 14.1% | |
| Fid Freedom 2045 K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 10.6% | |
| Fid Freedom 2040 K6 Mutual Fund | Mutual Funds | — | — | $1.1M | 9.5% | |
| Fid Freedom 2055 K6 Mutual Fund | Mutual Funds | — | — | $1.0M | 8.8% | |
| Fid Freedom 2030 K6 Mutual Fund | Mutual Funds | — | — | $422K | 3.6% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $356K | 3.0% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $351K | 3.0% | |
| Fid Freedom 2060 K6 Mutual Fund | Mutual Funds | — | — | $265K | 2.3% | |
| Notes receivable from participants 4.50% - 9.50% | Bonds / Notes | — | — | $236K | 2.0% | |
| Fid US Bond Idx Mutual Fund | Common Collective Trusts | — | — | $203K | 1.7% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $157K | 1.3% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $151K | 1.3% | |
| Fid Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $150K | 1.3% | |
| Victory S Est Val R6 Mutual Fund | Other securities | — | — | $98K | 0.8% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $90K | 0.8% | |
| Fid Freedom 2065 K6 Mutual Fund | Mutual Funds | — | — | $73K | 0.6% | |
| VRS Intl Fund R6 Mutual Fund | Other securities | — | — | $58K | 0.5% | |
| Fid Freedom 2015 K6 Mutual Fund | Mutual Funds | — | — | $56K | 0.5% | |
| Fid Freedom 2025 K6 Mutual Fund | Mutual Funds | — | — | $56K | 0.5% | |
| Fid Emerging Mkts K Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| FA Intl Sm Cap Z Mutual Fund | Other securities | — | — | $40K | 0.3% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $38K | 0.3% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $16K | 0.1% | |
| JPM Glb Bond Opp R6 Mutual Fund | Other securities | — | — | $14K | 0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $14K | 0.1% | |
| Fid Govt Mmkt K6 Interest-bearing Cash | Mutual Funds | — | — | $8K | <0.1% | |
| Fid Freedom 2010 K6 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fid Freedom 2020 K6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $582 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
