Chris Dale signed ZEFR's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZEFR's EIN is 94-3458703.
Download the official 2024 Form 5500 (PDF) for ZEFR from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZEFR'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $5.4M | 31.6% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $2.4M | 13.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.1M | 12.3% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $1.3M | 7.6% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $638K | 3.7% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $611K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $604K | 3.5% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $534K | 3.1% | |
| JAN HEND GLOBAL TECH INNOV N | Registered Investment Companies | — | — | $509K | 3.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $404K | 2.4% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $350K | 2.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $345K | 2.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $310K | 1.8% | |
| PIONEER LARGE CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $249K | 1.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $228K | 1.3% | |
| TRANSAMERICA INTL EQUITY I | Registered Investment Companies | — | — | $211K | 1.2% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $134K | 0.8% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $121K | 0.7% | |
| BRN ADV SUSTAIN GROWTH INST | Registered Investment Companies | — | — | $118K | 0.7% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $104K | 0.6% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $66K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $59K | 0.3% | |
| HARTFORD TR BOND FUND R6 | Registered Investment Companies | — | — | $59K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $49K | 0.3% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $36K | 0.2% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $28K | 0.2% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $20K | 0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $10K | <0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $40K |
| — |
