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Original filing (PDF)20260211140324NAL0005030626001
YANKEE LEISURE GROUP
Form 5500
FILING_RECEIVED
YANKEE LEISURE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.8 mo50% in single holding
Active participants
195
Accounts w/ balance
188
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
89
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- Top holding "Participant -" is 50% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YANKEE LEISURE GROUP.
Plan sponsor
Name
YANKEE LEISURE GROUP
DBA
RAILBOOKERS GROUP
EIN
04-2604213
Address
75 STATE STREET SUITE 100 · PMB5601 · BOSTON, MA · 02109
Phone
(978) 922-0418
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH&BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
36 direct securities· $14.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant - | — | — | — | $7.3M | 100.0% | |
| Fidelity Blue Chip Growth Fund Class K - | — | — | — | $846K | 11.6% | |
| Fidelity Freedom 2035 Fund Class K - | — | — | — | $766K | 10.5% | |
| Fidelity Total Market Index Fund - | — | — | — | $556K | 7.6% | |
| Fidelity Freedom 2045 Fund Class K - | — | — | — | $538K | 7.4% | |
| Fidelity Large Cap Stock Fund - | — | — | — | $490K | 6.7% | |
| Fidelity Freedom 2055 Fund Class K - | — | — | — | $438K | 6.0% | |
| Fidelity Freedom 2025 Fund Class K - | — | — | — | $412K | 5.7% | |
| Fidelity Freedom 2040 Fund Class K - | — | — | — | $384K | 5.3% | |
| Fidelity International Discovery Fund - | — | — | — | $369K | 5.1% | |
| Fidelity Stock Selector Large Cap Value Fund - | — | — | — | $320K | 4.4% | |
| Fidelity Freedom 2050 Fund Class K - | — | — | — | $272K | 3.7% | |
| Fidelity Freedom 2060 Fund Class K - | — | — | — | $221K | 3.0% | |
| Fidelity Overseas Fund - | — | — | — | $191K | 2.6% | |
| Fidelity Extended Market Index Fund - | — | — | — | $180K | 2.5% | |
| Fidelity Total Bond Fund - | — | — | — | $171K | 2.3% | |
| Fidelity Freedom 2020 Fund Class K - | — | — | — | $163K | 2.2% | |
| Fidelity Growth Strategies Fund - | — | — | — | $106K | 1.5% | |
| Fidelity Government Money Market Fund - | — | — | — | $106K | 1.5% | |
| Fidelity OTC Portfolio - | — | — | — | $100K | 1.4% | |
| American Funds American Mutual Fund Class R-4 - | — | — | — | $96K | 1.3% | |
| Fidelity Capital Appreciation Fund - | — | — | — | $74K | 1.0% | |
| Fidelity Small Cap Index Fund - | — | — | — | $64K | 0.9% | |
| Fidelity Freedom 2015 Fund Class K - | — | — | — | $54K | 0.7% | |
| Fidelity Investment Grade Bond Fund - | — | — | — | $53K | 0.7% | |
| Fidelity Freedom 2030 Fund Class K - | — | — | — | $51K | 0.7% | |
| Fidelity International Capital Appreciation Fund - | — | — | — | $46K | 0.6% | |
| Fidelity Real Estate Investment Portfolio - | — | — | — | $39K | 0.5% | |
| Notes Receivable from Interest rates at 5% maturing through 2029 - | — | — | — | $36K | 0.5% | |
| Fidelity Puritan Fund - | — | — | — | $36K | 0.5% | |
| Fidelity Small Cap Value Fund - | — | — | — | $31K | 0.4% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Class I - | — | — | — | $23K | 0.3% | |
| Fidelity Freedom 2065 Fund Class K - | — | — | — | $19K | 0.3% | |
| Fidelity Value Discovery Fund - | — | — | — | $14K | 0.2% | |
| Parnassus Mid Cap Fund - | — | — | — | $8K | 0.1% | |
| Fidelity High Income Fund - | — | — | — | $2K | <0.1% |
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