Stephanie Guerra signed YAM Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
YAM Management, LLC's EIN is 27-2494772.
Download the official 2024 Form 5500 (PDF) for YAM Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)YAM Management, LLC'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 | $57K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $7.9M | 13.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $7.4M | 12.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $7.1M | 12.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $6.4M | 10.9% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $5.2M | 8.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $5.1M | 8.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $5.1M | 8.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.6M | 4.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 4.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.3M | 2.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $704K | 1.2% | |
| PGIM TOTAL RETURN BOND - Z | Registered Investment Companies | — | — | $696K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $658K | 1.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $614K | 1.0% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $594K | 1.0% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $257K | 0.4% | |
| PUT SMALL CAP VALUE - R6 | Registered Investment Companies | — | — | $114K | 0.2% | |
| GS GLOB CORE FIX INCOME INST | Registered Investment Companies | — | — | $110K | 0.2% | |
| EV FL RATE AND HI INC I | Registered Investment Companies | — | — | $96K | 0.2% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $86K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $44K | <0.1% | |
| PRN PREFCAP SEC INC R6 | Registered Investment Companies | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $45K |
| — |
