SARA Hogan signed Zarya Intermediate, LLC.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zarya Intermediate, LLC.'s EIN is 86-3973396.
Download the official 2022 Form 5500 (PDF) for Zarya Intermediate, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Zarya Intermediate, LLC.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Flexpath Index Moderate 2045 R1 Collective Trust Fund | Common Collective Trusts | — | — | $2.0M | 11.5% | |
| Fidelity Advisor Growth Opp Z Mutual Fund | Mutual Funds | — | — | $1.8M | 10.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.7M | 9.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 9.3% | |
| Flexpath Index Moderate 2055 R1 Collective Trust Fund | Common Collective Trusts | — | — | $1.5M | 8.7% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $1.5M | 8.7% | |
| Flexpath Index Moderate 2035 R1 Collective Trust Fund | Common Collective Trusts | — | — | $1.2M | 7.2% | |
| Flexpath Index Conservative Retire R1 Collective Trust Fund ** 115 Flexpath Index Moderate 2025 R1 Collective Trust Fund | Common Collective Trusts | — | — | $1.0M | 6.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $908K | 5.3% | |
| Flexpath Index Aggressive 2035 R1 Collective Trust Fund | Common Collective Trusts | — | — | $734K | 4.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $666K | 3.9% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $652K | 3.8% | |
| JP Morgan Small Cap Growth R6 Mutual Fund | Other securities | — | — | $407K | 2.4% | |
| JP Morgan Equity Income R6 Mutual Fund | Other securities | — | — | $364K | 2.1% | |
| Lord Abbet Total Return R6 Mutual Fund | Other securities | — | — | $290K | 1.7% | |
| Goldman Sachs Small Cap Val Insight r6 Mutual Fund | Other securities | — | — | $211K | 1.2% | |
| American Century Emerging Markets R6 Mutual Fund | Other securities | — | — | $193K | 1.1% | |
| With varying maturity dates and interest * Notes receivable from participants rates ranging from 4.25% - 8.00% | Bonds / Notes | — | — | $101K | 0.6% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $93K | 0.5% | |
| Flexpath Index Aggressive 2055 R1 Collective Trust Fund | Common Collective Trusts | — | — | $70K | 0.4% | |
| Flexpath Index Aggressive 2045 R1 Collective Trust Fund | Common Collective Trusts | — | — | $62K | 0.4% | |
| Flexpath Index Aggressive 2025 R1 Collective Trust Fund | Common Collective Trusts | — | — | $32K | 0.2% | |
| Flexpath Index Moderate Retire R1 Collective Trust Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| Flexpath Index Aggressive Retire R1 Collective Trust Fund ** 46 Flexpath Index Conservative 2025 R1 Collective Trust Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| Flexpath Index Conservative 2055 R1 Collective Trust Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Flexpath Index Conservative 2035 R1 Collective Trust Fund ** 115 Flexpath Index Conservative 2045 R1 Collective Trust Fund | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ALLIANT INSURANCE SERVICES INC DBA |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $22K |
| — |
| CAMBRIDGE INVESTMENT RESEARCH INC | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $12K | — |
