Julie Brewer signed Zoominfo Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zoominfo Technologies LLC's EIN is 83-1896756.
Download the official 2024 Form 5500 (PDF) for Zoominfo Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zoominfo Technologies LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $230K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $130K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom Index 2055 Fund Institutional N/R | Mutual Funds | — | — | $32.7M | 17.3% | |
| Premium Class * Fidelity Freedom Index 2050 Fund Institutional N/R | Mutual Funds | — | — | $26.7M | 14.2% | |
| Premium Class Vanguard 500 Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $25.7M | 13.7% | |
| Fidelity Freedom Index 2060 Fund Institutional N/R | Mutual Funds | — | — | $22.0M | 11.7% | |
| Premium Class * Fidelity Freedom Index 2045 Fund Institutional N/R | Mutual Funds | — | — | $15.9M | 8.4% | |
| Premium Class JPMorgan Large Cap Growth Fund Class R6 N/R | Other securities | — | — | $10.3M | 5.5% | |
| Fidelity Freedom Index 2040 Fund Institutional N/R | Mutual Funds | — | — | $9.0M | 4.8% | |
| Premium Class * Fidelity Freedom Index 2035 Fund Institutional N/R | Mutual Funds | — | — | $5.7M | 3.0% | |
| Premium Class * Fidelity Freedom Index 2065 Fund Institutional N/R | Mutual Funds | — | — | $4.2M | 2.2% | |
| Premium Class * Fidelity Freedom Index 2030 Fund Institutional N/R | Mutual Funds | — | — | $4.0M | 2.1% | |
| Premium Class Vanguard Mid-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $3.6M | 1.9% | |
| Vanguard Small Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $2.6M | 1.4% | |
| Vanguard Intermediate-Term Bond Index Fund N/R | Common Collective Trusts | — | — | $2.2M | 1.2% | |
| Admiral Shares BlackRock Sustainable Advantage Large Cap Core N/R | Other securities | — | — | $2.2M | 1.1% | |
| MFS INTL GROWTH MSG GREAT GRAY TRUST COMPANY, LLC · EIN 99-1068696 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.1% | |
| Participant Loans Interest rates: 4.25% - 9.50%; maturing $0 | Bonds / Notes | — | — | $2.0M | 1.1% | |
| Fund Class K Vanguard Developed Markets Index Fund Admiral N/R | Common Collective Trusts | — | — | $2.0M | 1.1% | |
| Shares Macquarie Mid Cap Growth R6 N/R | Other securities | — | — | $2.0M | 1.0% | |
| Allspring Special Mid Cap Value Fund - Class R6 N/R | Other securities | — | — | $1.6M | 0.8% | |
| American Funds New Perspective Fund Class R-6 N/R | Mutual Funds | — | — | $1.5M | 0.8% | |
| MFS LARGE CP VAL MSG GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.4M | 0.8% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $1.4M | 0.8% | |
| Invesco Stable Value Trust Class A1 N/R | Stable Value | — | — | $1.4M | 0.7% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| Fidelity Freedom Index 2025 Fund Institutional N/R | Mutual Funds | — | — | $1.1M | 0.6% | |
| Premium Class Congress Asset Management The Congress Small Cap Growth IS N/R | Other securities | — | — | $1.0M | 0.5% | |
| PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $706K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $652K | 0.3% | |
| Franklin Small Cap Value Fund Class R6 N/R | Mutual Funds | — | — | $564K | 0.3% | |
| American Funds American Balanced Fund Class R-6 N/R | Mutual Funds | — | — | $446K | 0.2% | |
| American Funds Inflation Linked Bond Fund Class R-6 N/R | Mutual Funds | — | — | $337K | 0.2% | |
| Fidelity Freedom Index 2020 Fund Institutional N/R | Mutual Funds | — | — | $329K | 0.2% | |
| WA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $249K | 0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional N/R | Mutual Funds | — | — | $213K | 0.1% | |
| Premium Class Putnam Convertible Securities Fund Class R6 N/R | Mutual Funds | — | — | $180K | <0.1% | |
| Shares Calamos Market Neutral Income Class R6 N/R | Other securities | — | — | $150K | <0.1% | |
| 1919 Investment Counsel 1919 Socially Responsive Balanced I N/R | Other securities | — | — | $82K | <0.1% | |
| Fidelity Freedom Index Income Fund N/R | Mutual Funds | — | — | $59K | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <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 |
| $42K |
| — |
