Steven Zylstra signed Arizona Technology Council's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arizona Technology Council's EIN is 86-0684848.
Download the official 2024 Form 5500 (PDF) for Arizona Technology Council from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arizona Technology Council's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 04-1590850 | — | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | — | ST LOUIS, MO | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 CIT GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.5M | 20.8% | |
| INDEXSELECT MODERATE 2035 CIT GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.2M | 16.6% | |
| INDEXSELECT MODERATE 2055 CIT GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $752K | 10.6% | |
| Fidelity 500 Index Fund Mutual funds | Common Collective Trusts | — | — | $601K | 8.5% | |
| Fidelity Advisor Growth Opportunities Fund Mutual funds | Mutual Funds | — | — | $464K | 6.5% | |
| INDEXSELECT MODERATE RETIREMENT CIT GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $342K | 4.8% | |
| John Hancock Bond Fund Mutual funds | Other securities | — | — | $264K | 3.7% | |
| PIMCO Income Fund Mutual funds | Mutual Funds | — | — | $219K | 3.1% | |
| MFS Value Fund Mutual funds | Mutual Funds | — | — | $216K | 3.0% | |
| Vanguard Intermediate-Term Fund Mutual funds | Mutual Funds | — | — | $147K | 2.1% | |
| Ishares U.S. Aggregate Bond Index Fund Mutual funds | Common Collective Trusts | — | — | $135K | 1.9% | |
| SAGIC Diversified Bond Fund Guaranteed investment contract | Stable Value | — | — | $117K | 1.6% | |
| MFS International Growth Fund Mutual funds | Mutual Funds | — | — | $116K | 1.6% | |
| BlackRock High Yield Bond Fund Mutual funds | Other securities | — | — | $113K | 1.6% | |
| Vanguard Mid Cap Index Fund Mutual funds | Common Collective Trusts | — | — | $109K | 1.5% | |
| DFA US Small Cap Fund Mutual funds | Mutual Funds | — | — | $96K | 1.4% | |
| MFS Mid Cap Growth Fund Mutual funds | Mutual Funds | — | — | $95K | 1.3% | |
| INDEXSELECT CONSERVATIVE 2045 CIT GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $83K | 1.2% | |
| Calamos Evolving World Growth Fund Mutual funds | Other securities | — | — | $81K | 1.1% | |
| INDEXSELECT AGGRESSIVE 2055 CIT GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $61K | 0.9% | |
| Participant loans Interest rates from 4.25% to 10.50% $0 | Bonds / Notes | — | — | $57K | 0.8% | |
| Vanguard Developed Market Index Fund Mutual funds | Common Collective Trusts | — | — | $35K | 0.5% | |
| PIMCO International Bond Fund Mutual funds | Mutual Funds | — | — | $34K | 0.5% | |
| Victory Trivalent International Small Cap Fund Mutual funds | Other securities | — | — | $32K | 0.4% | |
| Ishares Russell 2000 Small-Cap Index Fund Mutual funds | Common Collective Trusts | — | — | $19K | 0.3% | |
| DFA Commodity Strategy Portfollio Fund Mutual funds | Mutual Funds | — | — | $19K | 0.3% | |
| BNY Mellon Global Equity Income Fund Mutual funds | Other securities | — | — | $15K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Mutual funds | Common Collective Trusts | — | — | $14K | 0.2% | |
| Vanguard Balanced Index Fund Mutual funds | Common Collective Trusts | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Total International Bond Index Fund Mutual funds | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Wellesley Income Fund Mutual funds | Mutual Funds | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | CONTRACT ADMIN | $4K | — |
