Lindsey Weilbacher signed Young Innovations, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Young Innovations, Inc.'s EIN is 43-1718931.
Download the official 2024 Form 5500 (PDF) for Young Innovations, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Young Innovations, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $115K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | — | $5.4M | 11.1% | |
| Blackrock | Other securities | — | — | $4.8M | 9.9% | |
| Blackrock | Other securities | — | — | $4.8M | 9.8% | |
| JPMorgan | Other securities | — | — | $4.1M | 8.4% | |
| Blackrock | Other securities | — | — | $4.0M | 8.3% | |
| Blackrock | Other securities | — | — | $3.6M | 7.5% | |
| Blackrock | Other securities | — | — | $2.7M | 5.5% | |
| Blackrock | Other securities | — | — | $2.6M | 5.4% | |
| American Funds | Mutual Funds | — | — | $2.0M | 4.2% | |
| Blackrock | Other securities | — | — | $1.7M | 3.5% | |
| American Funds | Mutual Funds | — | — | $1.7M | 3.4% | |
| Blackrock | Other securities | — | — | $1.5M | 3.0% | |
| Vanguard | Mutual Funds | — | — | $1.4M | 3.0% | |
| Janus Henderson | Mutual Funds | — | — | $1.1M | 2.2% | |
| Great Gray Trust | Other securities | — | — | $725K | 1.5% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $725K | 1.5% | |
| Participant loans | Participant loans | — | — | $679K | 1.4% | |
| Great Gray Trust | Other securities | — | — | $673K | 1.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $673K | 1.4% | |
| Vanguard | Mutual Funds | — | — | $576K | 1.2% | |
| Fidelity Investments | Mutual Funds | — | — | $479K | 1.0% | |
| Blackrock | Other securities | — | — | $479K | 1.0% | |
| Fidelity Investments | Mutual Funds | — | — | $464K | 1.0% | |
| iShares | Other securities | — | — | $462K | 0.9% | |
| Fidelity Investments | Mutual Funds | — | — | $422K | 0.9% | |
| PIMCO | Mutual Funds | — | — | $421K | 0.9% | |
| Dimensional Fund Advisors, Inc. | Mutual Funds | — | — | $415K | 0.9% | |
| Baird | Other securities | — | — | $382K | 0.8% | |
| T. Rowe Price | Other securities | — | — | $379K | 0.8% | |
| Franklin Templeton Investments | Mutual Funds | — | — | $278K | 0.6% | |
| American Funds | Mutual Funds | — | — | $224K | 0.5% | |
| Dimensional Fund Advisors, Inc. | Mutual Funds | — | — | $136K | 0.3% | |
| PIMCO | Mutual Funds | — | — | $71K | 0.1% | |
| Blackrock | Other securities | — | — | $45K | <0.1% | |
| Legg Mason | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
