FNZ USA Inc.'s EIN is 85-3107782.
Download the official 2024 Form 5500 (PDF) for FNZ USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FNZ USA Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS (GRP) | 47-1411118 | CRANSTON, RI | N/A | $29K | — |
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 | — | — | $14.8M | 98.3% | |
| PUTNAM STABLE VALUE 25 FNZ USA 401(K) PLAN · EIN 85-3107782 / PN 001 | Common Collective Trust | — | — | $248K | 1.6% |