IVY Field signed YPO, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
YPO, Inc.'s EIN is 13-1770417.
Download the official 2023 Form 5500 (PDF) for YPO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)YPO, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LOW DURATION BOND K MUTUAL FUNDS 9 BLACKROCK TOTAL RETURN FD K GM MUTUAL FUNDS | Other securities | — | $4.5M | $4.1M | 12.7% | |
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | Common Collective Trusts | — | $2.4M | $3.1M | 9.7% | |
| BLACKROCK GNMA INST GM MUTUAL FUNDS | Agency / Mortgage-Backed | — | $3.3M | $3.0M | 9.3% | |
| ISHARES S&P 500 INDEX CL K GM MUTUAL FUNDS | Common Collective Trusts | — | $1.8M | $2.4M | 7.6% | |
| JP MORGAN EQUITY INCM FD R6 GM MUTUAL FUNDS | Other securities | — | $1.8M | $1.8M | 5.6% | |
| JP MORGAN EQUITY INCOME FD R6 MUTUAL FUNDS | Other securities | — | $1.4M | $1.5M | 4.6% | |
| PIONEER FUNDAMENTAL GRTH K GM MUTUAL FUNDS | Other securities | — | $1.2M | $1.4M | 4.3% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.2% | |
| PIONEER FUNDAMENTAL GRTH FD K MUTUAL FUNDS | Other securities | — | $1.1M | $1.3M | 4.0% | |
| ISHARES MSCI EAFE INTL IDX GM MUTUAL FUNDS | Common Collective Trusts | — | $1.1M | $1.2M | 3.7% | |
| JOHN HANCOCK INTRL GRTH R6 GM MUTUAL FUNDS | Other securities | — | $1.5M | $1.2M | 3.7% | |
| ACCRUED INCOME ACCRUED INCOME 508 INVESCO STABLE VAL RET CL 1 GM COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $884K | $884K | 2.8% | |
| BLACKROCK TOTAL RETURN FUND K MUTUAL FUNDS | Other securities | — | $927K | $804K | 2.5% | |
| INVESCO DEVELOPING MKTS FD R6 MUTUAL FUNDS | Mutual Funds | — | $717K | $659K | 2.1% | |
| ISHARES MSCI EAFE INTRNL IDX K MUTUAL FUNDS | Common Collective Trusts | — | $583K | $635K | 2.0% | |
| FULLER & THALER BEHVRL MUTUAL FUNDS | Other securities | — | $553K | $626K | 2.0% | |
| EATON VANCE INCOME CL R6 GM MUTUAL FUNDS | Other securities | — | $646K | $621K | 1.9% | |
| JANUS HENDERSON BALANCED FD N MUTUAL FUNDS | Mutual Funds | — | $510K | $591K | 1.8% | |
| JOHN HANCOCK INTRL GRTH CL R6 MUTUAL FUNDS | Other securities | — | $817K | $562K | 1.8% | |
| INVESCO DEVELOPING MKTS R6 GM MUTUAL FUNDS | Mutual Funds | — | $611K | $560K | 1.8% | |
| INVESCO STABLE VALUE RET CL 1 COMMON / COLLECTIVE TRUSTS | Stable Value | — | $475K | $475K | 1.5% | |
| PIMCO COMMODITY REAL RTRN GM MUTUAL FUNDS | Mutual Funds | — | $480K | $391K | 1.2% | |
| MFS MID CAP GROWTH FD R6 MUTUAL FUNDS | Mutual Funds | — | $352K | $379K | 1.2% | |
| LOAN FUND LOANS | Other securities | — | $356K | $356K | 1.1% | |
| PGIM GLOBAL TOTAL RTRN R6 GM MUTUAL FUNDS | Other securities | — | $412K | $350K | 1.1% | |
| FULLER & THALER BEHVRL GM MUTUAL FUNDS | Other securities | — | $303K | $344K | 1.1% | |
| VICTORY SYCAMORE ESTABLISHD R6 MUTUAL FUNDS | Other securities | — | $318K | $331K | 1.0% | |
| EATON VANCE INCOME FD CL R6 MUTUAL FUNDS | Other securities | — | $347K | $327K | 1.0% | |
| PRINCIPAL REAL EST SEC R6 GM MUTUAL FUNDS | Other securities | — | $349K | $312K | 1.0% | |
| MFS MID CAP GROWTH FD R6 GM MUTUAL FUNDS | Mutual Funds | — | $266K | $310K | 1.0% | |
| VICTORY SYCAMORE ESTBD R6 GM MUTUAL FUNDS | Other securities | — | $282K | $309K | 1.0% | |
| CLEARBRIDGE MID CAP FUND IS MUTUAL FUNDS | Other securities | — | $320K | $270K | 0.8% | |
| INVESCO DISCOVERY FUND R6 GM MUTUAL FUNDS | Mutual Funds | — | $304K | $260K | 0.8% | |
| INVESCO DISCOVERY FUND R6 MUTUAL FUNDS | Mutual Funds | — | $314K | $241K | 0.8% | |
| BLACKROCK GNMA A GM MUTUAL FUNDS 137 BLACKROCK GNMA INST MUTUAL FUNDS | Agency / Mortgage-Backed | — | $276K | $239K | 0.7% | |
| PGIM GLOBAL TOTAL RTRN CL R6 MUTUAL FUNDS | Other securities | — | $76K | $60K | 0.2% | |
| AMERICAN CAPITAL WORLD MUTUAL FUNDS | Other securities | — | $55K | $59K | 0.2% | |
| PIMCO COMMODITY REAL RETURN MUTUAL FUNDS | Mutual Funds | — | $66K | $55K | 0.2% | |
| MFS GLOBAL TOTAL RETURN FD R6 MUTUAL FUNDS | Mutual Funds | — | $45K | $45K | 0.1% | |
| PRINCIPAL REAL ESTATE SEC R6 MUTUAL FUNDS | Other securities | — | $44K | $39K | 0.1% | |
| ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS | Common Collective Trusts | — | $29K | $32K | <0.1% | |
| ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS | Common Collective Trusts | — | $14K | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
