Brianna Hopkins signed Zwift, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zwift, Inc.'s EIN is 81-2798595.
Download the official 2024 Form 5500 (PDF) for Zwift, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zwift, 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 | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $71K | — |
| STRATEGIC ADVISORS, INC. |
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 500 INDEX Mutual fund | Common Collective Trusts | — | — | $11.7M | 39.3% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $4.0M | 13.4% | |
| BLKRK LP INDEX 2055 K Mutual fund | Other securities | — | — | $2.5M | 8.2% | |
| BLKRK LP INDEX 2050 K Mutual fund | Other securities | — | — | $2.1M | 6.9% | |
| BLKRK LP INDEX 2045 K Mutual fund | Other securities | — | — | $1.5M | 5.1% | |
| FID U.S. BOND INDEX Mutual fund | Mutual Funds | — | — | $1.3M | 4.4% | |
| PIF REAL EST SEC R6 Mutual fund | Other securities | — | — | $1.0M | 3.5% | |
| BLKRK LP INDEX 2060 K Mutual fund | Other securities | — | — | $727K | 2.4% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $672K | 2.2% | |
| PIMCO INCOME INST Mutual fund 149 PIM INTL BOND US H I Mutual fund | Mutual Funds | — | — | $556K | 1.9% | |
| BLKRK LP INDEX 2040 K Mutual fund | Other securities | — | — | $433K | 1.5% | |
| FID MID CAP INDEX Mutual fund | Mutual Funds | — | — | $422K | 1.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $422K | 1.4% | |
| FID SM CAP INDEX Mutual fund | Mutual Funds | — | — | $417K | 1.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $359K | 1.2% | |
| BLKRK LP INDEX 2065 K Mutual fund | Other securities | — | — | $335K | 1.1% | |
| JPM CORE PLUS BND R6 Mutual fund | Other securities | — | — | $189K | 0.6% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $170K | 0.6% | |
| MGL EMRG MKTS R6 Mutual fund | Other securities | — | — | $154K | 0.5% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $147K | 0.5% | |
| Notes receivable from participants 8.75% - 9.50% | Bonds / Notes | — | — | $146K | 0.5% | |
| AF INFL LINKED BD R6 Mutual fund | Other securities | — | — | $111K | 0.4% | |
| BLKRK LP INDEX 2035 K Mutual fund | Other securities | — | — | $87K | 0.3% | |
| COL DIVIDEND INC I3 Mutual fund | Common Stocks | — | — | $86K | 0.3% | |
| PGIM HIGH YIELD R6 Mutual fund | Other securities | — | — | $81K | 0.3% | |
| MFS MA INV GR STK R6 Mutual fund | Mutual Funds | — | — | $79K | 0.3% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $76K | 0.3% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $23K | <0.1% | |
| PIF SM CAP GROWTH I R6 Mutual fund | Other securities | — | — | $11K | <0.1% | |
| BLKRK LP INDEX 2030 K Mutual fund | Other securities | — | — | $10K | <0.1% | |
| BLKRK LP INDEX RTMT K Mutual fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
