Bentley Kollen signed ZFS Solutions, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZFS Solutions, LLC's EIN is 81-4300830.
Download the official 2023 Form 5500 (PDF) for ZFS Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ZFS Solutions, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $35.0M | 94.9% | |
| [Assets held in common collective trust] | Other | — | — | $1.3M | 3.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| [Assets held in participant loans] | Other | — | — | $623K | 1.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $8K | <0.1% |
