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Original filing (PDF)20251015092729NAL0004177889001
YSK CORPORATION
Form 5500
FILING_RECEIVED
YSK CORPORATION RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Active participants
164
Accounts w/ balance
241
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YSK CORPORATION.
Plan sponsor
Name
YSK CORPORATION
EIN
31-1249386
Address
1 COLOMET ROAD · CHILLICOTHE, OH · 456018819
Phone
(740) 775-9752
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC EVERHA | — | DUBLIN, OH | INVESTMENT ADVISOR | $16K | — |
Investments
10 direct securities · 17 pooled funds· $8.0M(98% 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.
Common Collective Trust
$5.5M
17 holdings
Uncategorized
$2.6M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual Guaranteed Investment Account | — | — | — | $1.9M | 22.8% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.8M | 22.5% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $1.8M | 22.5% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $660K | 8.0% | |
| Vanguard Growth Index Fund | — | — | — | $456K | 5.6% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $362K | 4.4% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $319K | 3.9% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $311K | 3.8% | |
| J.P. Morgan Large Cap Growth Index Fund | — | — | — | $164K | 2.0% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $37K | 0.5% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $29K | 0.4% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $29K | 0.4% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $23K | 0.3% | |
| J.P. Morgan US Equity Index Fund | — | — | — | $12K | 0.2% | |
| Victory Sycamore Established Value Fund | — | — | — | $12K | 0.1% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $11K | 0.1% | |
| J.P. Morgan Mid Cap Growth | — | — | — | $9K | 0.1% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $7K | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| American Funds Balanced Fund | — | — | — | $4K | <0.1% | |
| Dodge & Cox Income X | — | — | — | $4K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $4K | <0.1% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $3K | <0.1% | |
| CORE PLUS BOND FUND II CL R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |