ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN

  • Address: 6510 70TH STREET, SUITE 101,LUBBOCK,TX
  • Contact person: GREG PIPKIN
  • Phone: (806) 368-7723
Investment Options of ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN (as of 2022)
TIAA-CREF LIFECYCLE INDEX 2065 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2060 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2055 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2050 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2045 (JOHN HANCOCK USA)
Click for all funds ↓↓↓
TIAA-CREF LIFECYCLE INDEX 2040 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2035 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2030 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2025 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2020 (JOHN HANCOCK USA)
TIAA-CREF LIFECYCLE INDEX 2015 (JOHN HANCOCK USA)
INVESCO SMALL CAP GROWTH (JOHN HANCOCK USA)
SMALLCAP WORLD FUND (JOHN HANCOCK USA)
BLUE CHIP GROWTH FUND (JOHN HANCOCK USA)
AMERICAN FUNDS 2050 (JOHN HANCOCK USA)
AMERICAN FUNDS 2065 (JOHN HANCOCK USA)
CARILLON EAGLE MID CAP GROWTH (JOHN HANCOCK USA)
FIDELITY MID CAP INDEX FUND (JOHN HANCOCK USA)
VANGUARD INTERNATIONAL GROWTH (JOHN HANCOCK USA)
DFA U.S. LARGE COMPANY FUND (JOHN HANCOCK USA)
NEW PERSPECTIVE FUND (JOHN HANCOCK USA)

ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN is $7,445,216.00.This plan was established in 1997.

At the end of 2022, the total number of retirement plan participants in ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN is 407

In 2022, the average participant retirement account value for ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN is $18,292.00

In 2022, the estimated average employee contribution amount per participant for ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN is $1,964.00

In 2022, the estimated average employer match for an employee in ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN is approximately $1,009.00

In 2022, ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN allocates $411,012.00 to match its employees' contributions, providing an employer match rate of 63.12% of their contributions

In 2022, the total retirement plan asset growth rate of ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN is -10.67%

In 2022, the estimated aggregate retirement account investment gain/loss for ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN is -15.31%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN is 0.81%.

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