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Original filing (PDF)20250924113051NAL0007493585001
YARA NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
YARA NORTH AMERICA 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
220
Accounts w/ balance
256
Plan assets (EOY)
$76.1M
Net assets (EOY)
$76.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YARA NORTH AMERICA, INC..
Plan sponsor
Name
YARA NORTH AMERICA, INC.
EIN
20-0440296
Address
100 N TAMPA STREET · SUITE 3800 · TAMPA, FL · 33602
Phone
(813) 222-3844
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
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
Investments
17 direct securities · 3 pooled funds· $83.0M(100% of reported assets)
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.
Uncategorized
$64.4M
17 holdings
Common Collective Trust
$18.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | $0 | $10.0M | 13.1% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $0 | $8.4M | 11.1% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | $0 | $8.0M | 10.5% | |
| Galliard Stable Return PN15 | — | — | $0 | $7.3M | 9.7% | |
| BNYM Midcap Index Inv Fund | — | — | $0 | $6.9M | 9.1% | |
| DWS RREEF RE Sec R6 Fund | — | — | $0 | $6.5M | 8.5% | |
| GALLIARD STABLE RETURN PN15 SEI TRUST COMPANY · EIN 80-6052573 / PN 001 | Common Collective Trust | — | — | $6.5M | 8.5% | |
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | $0 | $5.6M | 7.4% | |
| Prin/BR S&P 500 Index CIT N | — | — | $0 | $4.7M | 6.2% | |
| Harbor Capital App Inst Fund | — | — | $0 | $3.8M | 5.0% | |
| PRIN/BR LG CAP VALUE CIT N SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $3.8M | 5.0% | |
| Dodge & Cox Income I Fund | — | — | $0 | $3.7M | 4.8% | |
| Vanguard Tgt Rmt Inc Inv Fund | — | — | $0 | $1.7M | 2.2% | |
| Dodge & Cox Intl Stock I Fund | — | — | $0 | $1.6M | 2.0% | |
| T Rowe Price Sm Cap Stock Fund | — | — | $0 | $1.3M | 1.8% | |
| American Funds NewWorld R6 | — | — | $0 | $1.3M | 1.7% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | $0 | $1.3M | 1.7% | |
| Vanguard Tgt Rmt 2070 Inv Fund | — | — | $0 | $455K | 0.6% | |
| Participant Loans | — | — | $0 | $186K | 0.2% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | $0 | $95K | 0.1% |
