Jacqueline Vaughn signed Zapata Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zapata Group Inc.'s EIN is 81-1328685.
Download the official 2024 Form 5500 (PDF) for Zapata Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zapata Group Inc.'s 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Mid Cap Value Fund II Class I1 Common/Collective Trust | Common Collective Trusts | — | — | $2.7M | 22.3% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.7M | 22.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.9M | 15.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $837K | 6.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $718K | 5.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $699K | 5.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $632K | 5.2% | |
| MFS Value Fund Mutual Fund | Mutual Funds | — | — | $489K | 4.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $439K | 3.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $400K | 3.3% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $350K | 2.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $321K | 2.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $309K | 2.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $291K | 2.4% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $279K | 2.3% | |
| BlackRock Liquidity FedFund Mutual Fund | Other securities | — | — | $270K | 2.2% | |
| Janus Henderson Venture Fund Mutual Fund | Mutual Funds | — | — | $266K | 2.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $265K | 2.2% | |
| MFS International Diversification Fund Mutual Fund | Mutual Funds | — | — | $203K | 1.7% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $131K | 1.1% | |
| Principal Stable Value Z Fund Common/Collective Trust | Stable Value | — | — | $116K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $116K | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $108K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $108K | 0.9% | |
| Prin LifeTime Hybrid Income CIT Z Common/Collective Trust | Common Collective Trusts | — | — | $105K | 0.9% | |
| MID CAP VALUE FUND II CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $105K | 0.9% | |
| Fidelity Total Bond K6 Fund Mutual Fund | Mutual Funds | — | — | $88K | 0.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $68K | 0.6% | |
| (E) | Other securities | — | $42K | $68K | 0.6% | |
| Delaware Emerging Markets Fund Mutual Fund | Other securities | — | — | $46K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $42K | 0.3% | |
| Allspring Special Small Cap Value Fund Mutual Fund | Other securities | — | — | $34K | 0.3% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $13K | 0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL EQUITY INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL BOND MKT INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
