Khalia Swaby signed Yipit, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yipit, LLC's EIN is 27-1798800.
Download the official 2024 Form 5500 (PDF) for Yipit, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yipit, 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 | $4K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $13.8M | 31.2% | |
| American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $6.6M | 15.1% | |
| American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $6.3M | 14.3% | |
| Fidelity Fid Large Cap Growth Index Fund | Common Collective Trusts | — | — | $3.0M | 6.8% | |
| American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $2.9M | 6.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $2.2M | 5.0% | |
| Fidelity Brokerage Services Participant-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.5M | 3.5% | |
| American Funds 2045 Target Date Retirement Fund R6 | Mutual Funds | — | — | $1.2M | 2.7% | |
| American Funds 2065 Target Date Retirement Fund R6 | Mutual Funds | — | — | $889K | 2.0% | |
| Columbia Dividend Income Fund I3 | Other securities | — | — | $832K | 1.9% | |
| Blackrock Mid Cap Growth Equity Fund K | Other securities | — | — | $598K | 1.4% | |
| American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $457K | 1.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $453K | 1.0% | |
| Registered Investment Companies American Century Small Cap Growth R6 | Other securities | — | — | $412K | 0.9% | |
| America Century Small Cap Valuation R6 | Other securities | — | — | $388K | 0.9% | |
| American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $254K | 0.6% | |
| Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $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 | Mutual Funds | — | — | $221K | 0.5% | |
| Allspring Core Plus Bond Fund R6 | Other securities | — | — | $215K | 0.5% | |
| Lord Abbett Bond Debenture Fund R6 | U.S. Treasuries | — | — | $193K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $192K | 0.4% | |
| Participant loans Interest rates ranging from 4.25% - 9.50% - | Bonds / Notes | — | — | $159K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $105K | 0.2% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $76K | 0.2% | |
| American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $50K | 0.1% | |
| American Funds 2025 Target Date Retirement Fund R6 | Mutual Funds | — | — | $26K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund R6 | Mutual Funds | — | — | $16K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund R6 | Mutual Funds | — | — | $15K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund R6 | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $9K | <0.1% |
