Shirley Horner signed Zivaro, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zivaro, Inc.'s EIN is 84-1482895.
Download the official 2024 Form 5500 (PDF) for Zivaro, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zivaro, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | INVESTMENT MANAGER | $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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $2.4M | 12.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.3M | 11.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.2M | 10.8% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $2.1M | 10.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.8M | 8.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.4M | 7.0% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $1.1M | 5.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $1.1M | 5.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.1M | 5.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $757K | 3.8% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $654K | 3.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $594K | 2.9% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $444K | 2.2% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $438K | 2.2% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $379K | 1.9% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $339K | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $306K | 1.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $234K | 1.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $143K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $143K | 0.7% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $103K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $36K | — |
