Michelle Carlson signed Yarco Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yarco Company, Inc.'s EIN is 43-1022273.
Download the official 2024 Form 5500 (PDF) for Yarco Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yarco Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| ASCENSUS HOLDINGS DBA FUTUREPLAN | — | SAN DIEGO, CA | CONTRACT ADMIN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $6.6M | 70.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.9M | 20.1% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.4M | 14.7% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.3M | 13.5% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.1M | 12.1% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $646K | 6.9% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 040 | Common Collective Trust | — | — | $539K | 5.7% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $406K | 4.3% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $397K | 4.2% | |
| [Assets held in pooled separate account] | Other | — | — | $273K | 2.9% | |
| MFS INTNL GROWTH EQUITY (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $234K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $156K | 1.7% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $130K | 1.4% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $124K | 1.3% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $110K | 1.2% | |
| [Assets held in participant loans] | Other | — | — | $104K | 1.1% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $101K | 1.1% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $62K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $42K | 0.4% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $40K | 0.4% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $35K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2010 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $33K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $30K | 0.3% |
| — |
| DALLAS, TX |
| CONTRACT ADMIN |
| $25K |
| — |
