Michael Bourret signed Yellowstone Club Operations, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yellowstone Club Operations, LLC's EIN is 27-0412610.
Download the official 2023 Form 5500 (PDF) for Yellowstone Club Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Yellowstone Club Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
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 | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2045 C T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.8M | 14.0% | |
| T. Rowe Price Retirement 2045 Target Date Fund | Other securities | — | — | $3.8M | 14.0% | |
| T. Rowe Price Retirement 2050 Target Date Fund | Other securities | — | — | $3.2M | 11.9% | |
| TRP RETIRE 2050 C T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.2M | 11.9% | |
| T. Rowe Price Retirement 2040 Target Date Fund | Other securities | — | — | $3.1M | 11.5% | |
| TRP RETIRE 2040 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.1M | 11.5% | |
| T. Rowe Price Retirement 2055 Target Date Fund | Other securities | — | — | $3.1M | 11.5% | |
| TRP RETIRE 2055 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.1M | 11.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.3M | 8.4% | |
| T. Rowe Price Retirement 2035 Target Date Fund | Other securities | — | — | $1.9M | 6.9% | |
| TRP RETIRE 2035 C T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.9M | 6.9% | |
| T. Rowe Price Retirement 2060 Target Date Fund | Other securities | — | — | $1.6M | 6.0% | |
| TRP RETIRE 2060 C T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.0% | |
| Fidelity Blue Chip Growth K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 4.7% | |
| T. Rowe Price Retirement 2025 Target Date Fund | Other securities | — | — | $1.3M | 4.7% | |
| TRP RETIRE 2025 C T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| T. Rowe Price Retirement 2030 Target Date Fund | Other securities | — | — | $1.0M | 3.7% | |
| TRP RETIRE 2030 C T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.7% | |
| T. Rowe Price Retirement 2065 Target Date Fund | Other securities | — | — | $548K | 2.0% | |
| TRP RETIRE 2065 C T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $548K | 2.0% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $495K | 1.8% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $423K | 1.6% | |
| American Beacon Large Cap Value R6 Mutual Fund | Other securities | — | — | $402K | 1.5% | |
| JP Morgan Small Cap Growth R6 Mutual Fund | Other securities | — | — | $329K | 1.2% | |
| American Funds Euro Pacific Growth R6 Mutual Fund | Mutual Funds | — | — | $326K | 1.2% | |
| T. Rowe Price Retirement 2020 Target Date Fund | Other securities | — | — | $315K | 1.2% | |
| TRP RETIRE 2020 C T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $315K | 1.2% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $293K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $278K | 1.0% | |
| Participant Loans 4.25% - 9.50%, maturing through 10/31/2033 -0- | Bonds / Notes | — | — | $268K | 1.0% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $241K | 0.9% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | Other securities | — | — | $148K | 0.5% | |
| Met West Total Return Bond Fund Plan Mutual Fund | Other securities | — | — | $101K | 0.4% | |
| Allspring Special Small Cap Value Fund R6 Mutual Fund | Other securities | — | — | $98K | 0.4% | |
| T. Rowe Price Retirement 2015 Target Date Fund | Other securities | — | — | $80K | 0.3% | |
| TRP RETIRE 2015 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $80K | 0.3% | |
| T. Rowe Price Retirement Balanced Fund C Target Date Fund | Other securities | — | — | $42K | 0.2% | |
| TRP RETIRE BAL C T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $42K | 0.2% | |
| Jhancock Balanced R6 Mutual Fund | Other securities | — | — | $40K | 0.1% | |
| T. Rowe Price Retirement 2005 Target Date Fund | Other securities | — | — | $34K | 0.1% | |
| TRP RETIRE 2005 C T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $34K | 0.1% | |
| T. Rowe Price Retirement 2010 Target Date Fund | Other securities | — | — | $26K | <0.1% | |
| TRP RETIRE 2010 C T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $26K | <0.1% | |
| Pimco Income Institutional Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Government Money Market Fund K6 Money Market Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
