Chris Work signed Zumiez Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zumiez Inc.'s EIN is 91-1040022.
Download the official 2024 Form 5500 (PDF) for Zumiez Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zumiez Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $218K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZUMIEZ INC | — | LYNNWOOD WA, WA | NONE | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 1RFKTX 2055 Target Date Fund Mutual fund | Mutual Funds | — | — | $10.9M | 16.8% | |
| 1RFUTX 2060 Target Date Fund Mutual fund | Other securities | — | — | $6.9M | 10.6% | |
| 1RGAGX Growth Fund of America Mutual fund | Other securities | — | — | $6.6M | 10.2% | |
| 1RFGTX 2040 Target Date Fund Mutual fund | Other securities | — | — | $6.2M | 9.6% | |
| 1RFITX 2050 Target Date Fund Mutual fund | Other securities | — | — | $5.7M | 8.7% | |
| 1RFHTX 2045 Target Date Fund Mutual fund | Other securities | — | — | $5.3M | 8.1% | |
| 1RFFTX 2035 Target Date Fund Mutual fund | Other securities | — | — | $5.1M | 7.8% | |
| 1RICGX Investment Co of America Mutual fund | Common Stocks | — | — | $3.4M | 5.3% | |
| 1RLBGX American Balanced Fund Mutual fund | Other securities | — | — | $3.4M | 5.2% | |
| 1RFVTX 2065 Target Date Fund Mutual fund | Other securities | — | — | $2.8M | 4.3% | |
| 1RFETX 2030 Target Date Fund Mutual fund | Other securities | — | — | $2.2M | 3.4% | |
| 1RLLGX SmallCap World Fund Mutual fund | Other securities | — | — | $1.9M | 2.9% | |
| American Funds 1RERGX Europacific Mutual fund | Mutual Funds | — | — | $1.6M | 2.5% | |
| 1RIRGX Capital Income Builder Mutual fund | Other securities | — | — | $965K | 1.5% | |
| 1RBFGX Bond Fund of America Mutual fund | Other securities | — | — | $375K | 0.6% | |
| American Funds New 1RNWGX World Fund Mutual fund | Mutual Funds | — | — | $363K | 0.6% | |
| 1RFDTX 2025 Target Date Fund Mutual fund | Other securities | — | — | $103K | 0.2% | |
| Participant loans through October 2029 - | Participant loans | — | — | $19K | <0.1% | |
| 1RRCTX 2020 Target Date Fund Mutual fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
