Kenzie Henry signed Zelle LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zelle LLP's EIN is 94-3073879.
Download the official 2024 Form 5500 (PDF) for Zelle LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zelle LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment.
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 | $76K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERGANKDV LTD |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock iShares S&P 500 Ind Fd | Common Collective Trusts | — | — | $15.7M | 22.5% | |
| Vanguard Group Vanguard Growth Index Institutional | Mutual Funds | — | — | $12.6M | 18.1% | |
| Schwab SDB Self-Directed Brokerage Account | OTHER | — | — | $6.7M | 9.7% | |
| Vanguard Group Vanguard Small Cap Index Institutional | Mutual Funds | — | — | $6.2M | 8.9% | |
| TIAA-CREF Nuveen Large Cap Value Idx R6 | Common Collective Trusts | — | — | $5.8M | 8.3% | |
| BlackRock iShares MSCI EAFE Intl Ind K Fd | Other securities | — | — | $5.2M | 7.5% | |
| BlackRock iShares Russell Mid-Cap Ind Fd | Other securities | — | — | $3.1M | 4.4% | |
| BlackRock iShares U.S. Agg Bd Ind Fd | Other securities | — | — | $3.0M | 4.3% | |
| MassMutual Guaranteed Interest Account | Guaranteed Income / GIC | — | — | $2.2M | 3.2% | |
| Vanguard Group Vanguard Interm-Term Tres Bd Idx Fd | Common Collective Trusts | — | — | $2.1M | 3.0% | |
| Vanguard Group Vanguard Emerg Mrkts Stock Indx Fd | Mutual Funds | — | — | $1.9M | 2.7% | |
| Vanguard Group Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $1.0M | 1.4% | |
| BlackRock Total U.S. Stock Market Idx Fd | Common Collective Trusts | — | — | $802K | 1.2% | |
| BlackRock Lifepath Index 2035 Fund | Other securities | — | — | $676K | 1.0% | |
| BlackRock Lifepath Index 2030 Fund | Mutual Funds | — | — | $591K | 0.9% | |
| BlackRock Lifepath Index 2040 Fund | Other securities | — | — | $483K | 0.7% | |
| BlackRock Lifepath Index Rmnt K Fund | Other securities | — | — | $460K | 0.7% | |
| BlackRock Lifepath Index 2045 Fund | Other securities | — | — | $326K | 0.5% | |
| BlackRock Lifepath Index 2055 Fund | Other securities | — | — | $262K | 0.4% | |
| BlackRock Lifepath Index 2050 Fund | Other securities | — | — | $224K | 0.3% | |
| Participant loans * Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $187K | 0.3% | |
| BlackRock Lifepath Index 2060 Fund | Other securities | — | — | $33K | <0.1% | |
| BlackRock Lifepath Index 2065 Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST CLOUD, MN |
| AUDITOR |
| $16K |
| — |
