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Original filing (PDF)20250724075432NAL0005626848001
YOTTAA, INC.
Form 5500
FILING_RECEIVED
YOTTAA 401K PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
90
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YOTTAA, INC..
Plan sponsor
Name
YOTTAA, INC.
EIN
26-4723506
Address
333 WYMAN STREET · SUITE 200 · WALTHAM, MA · 02451
Phone
(617) 391-3343
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
32 direct securities · 6 pooled funds· $5.8M(99% 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.
Registered Investment Companies
$5.8M
32 holdings
Common Collective Trust
$0
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 17.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $778K | 13.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $500K | 8.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $473K | 8.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $277K | 4.7% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $248K | 4.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $244K | 4.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $232K | 3.9% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $214K | 3.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $209K | 3.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $207K | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $171K | 2.9% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $120K | 2.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $119K | 2.0% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $115K | 2.0% | |
| AMC LARGE CAP EQUITY R6 | Registered Investment Companies | — | — | $104K | 1.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $88K | 1.5% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $87K | 1.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $87K | 1.5% | |
| MASSMUTUAL SM CAP GR EQ I | Registered Investment Companies | — | — | $77K | 1.3% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $75K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $57K | 1.0% | |
| COL S T BOND I3 | Registered Investment Companies | — | — | $56K | 0.9% | |
| AB GOV MONEY MKT I | Registered Investment Companies | — | — | $50K | 0.9% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $40K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $40K | 0.7% | |
| FRANKLIN HIGH INCOME FUND R6 | Registered Investment Companies | — | — | $40K | 0.7% | |
| BLACKROCK STRAT GLOBAL BOND I | Registered Investment Companies | — | — | $33K | 0.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $24K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $17K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 719 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $0 | <0.1% |
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