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Original filing (PDF)20250714113325NAL0001624064001
YORKTOWN SYSTEMS GROUP
Form 5500
FILING_RECEIVED
YORKTOWN SYSTEMS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
458
Accounts w/ balance
404
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Growth Index Adm" is 26% of plan.
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YORKTOWN SYSTEMS GROUP.
Plan sponsor
Name
YORKTOWN SYSTEMS GROUP
EIN
20-0530959
Address
350 VOYAGER WAY · SUITE 110 · HUNTSVILLE, AL · 35806
Phone
(877) 406-0262
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-07-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANGLIN REICHMANN ARMSTRONG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | NONE | $79K | — |
Investments
20 direct securities · 1 pooled fund· $18.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.0M
20 holdings
Common Collective Trust
$46K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm | — | — | — | $4.6M | 25.6% | |
| Vanguard Value Index Adm | — | — | — | $2.4M | 13.4% | |
| Vanguard Total Bond Market Index | — | — | — | $2.1M | 11.4% | |
| Money market funds Vanguard Federal Money Market Fund | — | — | — | $1.0M | 5.6% | |
| DFA International Core Equity Portfolio | — | — | — | $965K | 5.3% | |
| Vanguard Mid-Cap Growth Index Adm | — | — | — | $892K | 4.9% | |
| Vanguard Mid-Cap Value Index Adm | — | — | — | $836K | 4.6% | |
| Vanguard Interm-Term Investment-Grade Fund | — | — | — | $829K | 4.6% | |
| Vanguard Dividend Appreciation Index Adm | — | — | — | $645K | 3.6% | |
| Shares of registered investment companies Avantis U.S. Large Cap Value Fund Instl | — | — | — | $619K | 3.4% | |
| Vanguard Small-Cap Growth Index Adm | — | — | — | $589K | 3.3% | |
| Avantis U.S. Small Cap Value Fund Instl | — | — | — | $585K | 3.2% | |
| Avantis Emerging Markets Equity Instl | — | — | — | $558K | 3.1% | |
| DFA International Small Company I | — | — | — | $488K | 2.7% | |
| Vanguard High-Yield Corporate Inv | — | — | — | $427K | 2.4% | |
| DFA Inflation-Protected Securities I | — | — | — | $133K | 0.7% | |
| Participant Loans -0- Interest rates ranging from 4.25% to 9.50%, | — | — | — | $127K | 0.7% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $117K | 0.6% | |
| Fidelity 500 Index | — | — | — | $92K | 0.5% | |
| INSIGHT STABLE VALUE FUND BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $46K | 0.3% | |
| DFA Commodity Strategy | — | — | — | $1K | <0.1% |
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