Zennify, Inc.'s EIN is 86-2120058.
Download the official 2024 Form 5500 (PDF) for Zennify, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zennify, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING | 33-0785439 | — | NONE | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Mutual fund | Mutual Funds | — | — | $1.2M | 16.6% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.2M | 15.7% | |
| Fidelity Freedom Index 2055 Mutual fund | Mutual Funds | — | — | $862K | 11.5% | |
| Putnam Large Cap Growth Fd R6 Mutual fund | Mutual Funds | — | — | $631K | 8.4% | |
| Fidelity Inter Index Fund Mutual fund | Common Collective Trusts | — | — | $532K | 7.1% | |
| Fidelity Freedom Index 2050 Mutual fund | Mutual Funds | — | — | $442K | 5.9% | |
| Standard Ins Co Stable Asset Fund D Fixed annuity | Common Stocks | — | — | $419K | 5.6% | |
| Fidelity Mid Cap Index Fd Mutual fund | Mutual Funds | — | — | $342K | 4.6% | |
| Mfs Value R6 Mutual fund | Mutual Funds | — | — | $312K | 4.2% | |
| Fidelity Small Cap Index Fd Instl Premium Cl Mutual fund | Mutual Funds | — | — | $311K | 4.1% | |
| Pioneer Bond K Mutual fund | Other securities | — | — | $217K | 2.9% | |
| Fidelity Freedom Index 2030 Mutual fund | Mutual Funds | — | — | $149K | 2.0% | |
| Fidelity Freedom Index 2060 Mutual fund | Mutual Funds | — | — | $112K | 1.5% | |
| INTERNATIONAL GROWTH FUND GREAT GREY COLLECTIVE INVESTMENT TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $105K | 1.4% | |
| American Century Small Cap Value R6 Mutual fund | Other securities | — | — | $87K | 1.2% | |
| Fidelity U.S. Bond Index Mutual fund | Mutual Funds | — | — | $81K | 1.1% | |
| With varying maturity dates through January 2029 and interest rates ranging * Notes receivable from participants from 7.50% to 8.50% | Bonds / Notes | — | — | $71K | 0.9% | |
| Fidelity Emerg Mkts Index Fd Inst Pre Mutual fund | Mutual Funds | — | — | $70K | 0.9% | |
| Fidelity Freedom Index 2035 Mutual fund | Mutual Funds | — | — | $66K | 0.9% | |
| T Rowe Price Diversified Mid Cap Growth Fund Mutual fund | Mutual Funds | — | — | $65K | 0.9% | |
| Fidelity Freedom Index Inc Mutual fund | Mutual Funds | — | — | $38K | 0.5% | |
| Dfa Inflation Prot Secs Mutual fund | Mutual Funds | — | — | $36K | 0.5% | |
| Fidelity Freedom Index 2065 Mutual fund | Mutual Funds | — | — | $31K | 0.4% | |
| Fidelity Freedom Index 2040 Mutual fund | Mutual Funds | — | — | $29K | 0.4% | |
| Wells Fargo Advantage Spec Md Cp Val R6 Mutual fund | Other securities | — | — | $27K | 0.4% | |
| Vanguard Cash Reserves Federal MM Fund Mutual fund | Mutual Funds | — | — | $9K | 0.1% | |
| Dfa Real Estate Secs Port Mutual fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
