Jane Cronin signed H.L. YOH Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.L. YOH Company LLC's EIN is 23-2938400.
Download the official 2024 Form 5500 (PDF) for H.L. YOH Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.L. YOH Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISCHER CUNNANE & ASSOCIATES LTD | 23-3060583 | — | ACCOUNTANT/AUDITOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $7.4M | 16.8% | |
| T. Rowe Price Large-Cap Growth Fund I Class Mutual fund | Other securities | — | — | $3.9M | 9.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $3.3M | 7.6% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $3.2M | 7.3% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $3.1M | 7.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $3.0M | 6.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $2.7M | 6.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.2% | |
| Galliard Stable Return Fund E Common Collective Trust Fund | Common Collective Trusts | — | — | $1.8M | 4.1% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.7% | |
| Fidelity International Capital Appreciation K6 Fund Mutual fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $1.0M | 2.3% | |
| MFS Large Cap Value CIT Class CT Common Collective Trust Fund | Common Collective Trusts | — | — | $790K | 1.8% | |
| JPMorgan Core Plus Bond Fund Class R6 Mutual fund | Other securities | — | — | $689K | 1.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $669K | 1.5% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $582K | 1.3% | |
| Fidelity BrokerageLink Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $487K | 1.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $478K | 1.1% | |
| Fidelity Total International Index Fund Mutual fund | Common Collective Trusts | — | — | $418K | 1.0% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Mutual fund | Other securities | — | — | $381K | 0.9% | |
| Macquarie Small Cap Value Fund Class R6 Mutual fund | Other securities | — | — | $343K | 0.8% | |
| MFS Mid Cap Value Fund CT Common Collective Trust Fund | Common Collective Trusts | — | — | $262K | 0.6% | |
| Dodge & Cox International Stock Fund Class X Mutual fund | Mutual Funds | — | — | $258K | 0.6% | |
| Fidelity Government Money Market Fund Class K6 Mutual fund | Mutual Funds | — | — | $255K | 0.6% | |
| MassMutual Small Cap Growth Equity Fund Class I Mutual fund | Other securities | — | — | $236K | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $108K | 0.2% | |
| GALLIARD STABLE RETURN P125 SEI TRUST COMPANY · EIN 82-6662590 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/MFS VALUE CIT N25 SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/T ROWE I LGC GR CIT N40 SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
