James Ostenson signed ZIMA International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZIMA International, Inc.'s EIN is 81-3828017.
Download the official 2024 Form 5500 (PDF) for ZIMA International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZIMA International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $2.2M | 17.8% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $1.8M | 14.6% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $1.7M | 14.0% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.4M | 11.7% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.4M | 11.3% | |
| Fidelity FID LG CAP GR IDX | Common Collective Trusts | — | — | $706K | 5.8% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $541K | 4.5% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $488K | 4.0% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $316K | 2.6% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $313K | 2.6% | |
| Putnam PUTN LG CAP VAL R6 | Mutual Funds | — | — | $222K | 1.8% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $174K | 1.4% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $159K | 1.3% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $152K | 1.2% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $98K | 0.8% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $58K | 0.5% | |
| Principal PIF MID CAP VALUE I | Other securities | — | — | $41K | 0.3% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $39K | 0.3% | |
| American Funds AF BOND FD AMER R6 | Mutual Funds | — | — | $39K | 0.3% | |
| Fidelity FID EMRG MKTS IDX | Common Collective Trusts | — | — | $34K | 0.3% | |
| American Century AM CENT SMCAP VAL R6 | Other securities | — | — | $29K | 0.2% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $28K | 0.2% | |
| BlockRock BLKRK MD CP GR EQ K | Other securities | — | — | $24K | 0.2% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $16K | 0.1% | |
| BlockRock BR INTERNATIONAL K 137 Cohen & Steers C&S INST REALTY SHS | Common Stocks | — | — | $15K | 0.1% | |
| American Funds AM CENT SM CAP GR R6 | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $4K | <0.1% | |
| American Funds AF INFL LINKED BD R6 | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM HIGH YEIELD R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
