SUBI Puvanendrakumar signed Yottaa, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yottaa, Inc.'s EIN is 26-4723506.
Download the official 2024 Form 5500 (PDF) for Yottaa, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yottaa, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
