Karen Berolini signed YALE Appliance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
YALE Appliance's EIN is 04-2457546.
Download the official 2024 Form 5500 (PDF) for YALE Appliance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)YALE Appliance'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $2.4M | 10.9% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.4M | 10.5% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $2.2M | 9.6% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.9M | 8.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.6M | 7.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.5M | 6.5% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.5M | 6.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 6.0% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $902K | 4.0% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $636K | 2.8% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $561K | 2.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $554K | 2.5% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $402K | 1.8% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $398K | 1.8% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $321K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $285K | 1.3% | |
| VIRTUS SILVANT FOCUSED GR R6 | Registered Investment Companies | — | — | $251K | 1.1% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $251K | 1.1% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $177K | 0.8% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $177K | 0.8% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $163K | 0.7% | |
| MFS GLOBAL TOTAL RETURN R6 | Registered Investment Companies | — | — | $133K | 0.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $119K | 0.5% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $117K | 0.5% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $101K | 0.4% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $72K | 0.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $72K | 0.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $70K | 0.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $70K | 0.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $67K | 0.3% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $50K | 0.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $49K | 0.2% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $35K | 0.2% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $34K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $26K | 0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $14K | <0.1% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
