Brandee Brown signed Zones, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zones, LLC's EIN is 91-1431894.
Download the official 2024 Form 5500 (PDF) for Zones, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zones, LLC'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 | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | ALISO VIEJO, CA | INVESTMENT ADVISOR | $93K | — |
| KESTRA INVESTMENT SERVICES LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 74-2794194 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $14.1M | 12.9% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $12.1M | 11.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $10.1M | 9.3% | |
| Empower Annuity Insurance Company Guaranteed Income Fund Guaranteed Income Fund | Common Stocks | — | — | $10.1M | 9.3% | |
| Vanguard Developing Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $9.4M | 8.6% | |
| Vanguard Equity-Income Fund Mutual Fund | Mutual Funds | — | — | $8.4M | 7.7% | |
| METWEST CORE PLUS BOND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $7.4M | 6.8% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | Common Stocks | — | — | $4.7M | 4.3% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $4.7M | 4.3% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $4.4M | 4.0% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $4.3M | 3.9% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $3.8M | 3.5% | |
| JP Morgan U.S. Equity Fund Mutual Fund | Other securities | — | — | $3.7M | 3.4% | |
| Vanguard Mid Cap Index Mutual Fund | Mutual Funds | — | — | $3.0M | 2.8% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.9M | 1.7% | |
| Putnam Global Technology Mutual Fund | Mutual Funds | — | — | $1.7M | 1.5% | |
| Participant loans Rates from 4.25% - 9.50% -0- | Bonds / Notes | — | — | $1.1M | 1.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $705K | 0.6% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $683K | 0.6% | |
| EMERGING MARKETS FUND II CL I1 GREAT GRAY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $618K | 0.6% | |
| Calvert U.S. Large Cap Core Responsible Index Fund Mutual Fund | Common Collective Trusts | — | — | $549K | 0.5% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $121K | 0.1% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $103K | <0.1% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
