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Original filing (PDF)20251013165703NAL0000842979001
YIPIT, LLC
Form 5500
FILING_RECEIVED
YIPIT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
330
Accounts w/ balance
464
Plan assets (EOY)
$44.1M
Net assets (EOY)
$44.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 32% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YIPIT, LLC.
Plan sponsor
Name
YIPIT, LLC
EIN
27-1798800
Address
19 W 44TH STREET, 16TH FLOOR · NEW YORK, NY · 10036
Phone
(646) 870-9188
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
30 direct securities · 1 pooled fund· $43.6M(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.
Uncategorized
$43.4M
30 holdings
Common Collective Trust
$235K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $13.8M | 31.2% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $6.6M | 15.1% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $6.3M | 14.3% | |
| Fidelity Fid Large Cap Growth Index Fund | — | — | — | $3.0M | 6.8% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $2.9M | 6.6% | |
| Fidelity International Index Fund | — | — | — | $2.2M | 5.0% | |
| Fidelity Brokerage Services Participant-Directed Brokerage Account | — | — | — | $1.5M | 3.5% | |
| American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $1.2M | 2.7% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $889K | 2.0% | |
| Columbia Dividend Income Fund I3 | — | — | — | $832K | 1.9% | |
| Blackrock Mid Cap Growth Equity Fund K | — | — | — | $598K | 1.4% | |
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $457K | 1.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $453K | 1.0% | |
| Registered Investment Companies American Century Small Cap Growth R6 | — | — | — | $412K | 0.9% | |
| America Century Small Cap Valuation R6 | — | — | — | $388K | 0.9% | |
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $254K | 0.6% | |
| Gabelli U.S. Treasury Money Market Fund | — | — | — | $254K | 0.6% | |
| C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $235K | 0.5% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $221K | 0.5% | |
| Allspring Core Plus Bond Fund R6 | — | — | — | $215K | 0.5% | |
| Lord Abbett Bond Debenture Fund R6 | — | — | — | $193K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $192K | 0.4% | |
| Participant loans Interest rates ranging from 4.25% - 9.50% - | — | — | — | $159K | 0.4% | |
| American Funds New World R6 | — | — | — | $105K | 0.2% | |
| PGIM High Yield Fund R6 | — | — | — | $76K | 0.2% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $50K | 0.1% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $26K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $16K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $15K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $10K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $9K | <0.1% |
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