Yankee Spirits, Inc.'s EIN is 03-0500530.
Download the official 2024 Form 5500 (PDF) for Yankee Spirits, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yankee Spirits, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | CAMERON, MT | RIA/IA | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $5.2M | 99.6% | |
| JOHN HANCOCK LIFE INSURANCE COMPANY JOHN HANCOCK USA · EIN 01-2333346 / PN 001 | Pooled Separate Account | — | — | $5.2M | 99.6% |
