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Original filing (PDF)20251015144912NAL0002600755001
YOUNG INNOVATIONS, INC.
Form 5500
FILING_RECEIVED
YOUNG INNOVATIONS, INC. 401(K) PROGRAM
401(k) retirement plan
Active participants
637
Accounts w/ balance
822
Plan assets (EOY)
$48.7M
Net assets (EOY)
$48.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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 YOUNG INNOVATIONS, INC..
Plan sponsor
Name
YOUNG INNOVATIONS, INC.
EIN
43-1718931
Address
2260 WENDT ST. · ALGONQUIN, IL · 60102
Phone
(847) 458-5400
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
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $115K | — |
Investments
33 direct securities · 2 pooled funds· $50.1M(100% 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.
Uncategorized
$48.7M
33 holdings
Common Collective Trust
$1.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $5.4M | 11.1% | |
| Blackrock | — | — | — | $4.8M | 9.9% | |
| Blackrock | — | — | — | $4.8M | 9.8% | |
| JPMorgan | — | — | — | $4.1M | 8.4% | |
| Blackrock | — | — | — | $4.0M | 8.3% | |
| Blackrock | — | — | — | $3.6M | 7.5% | |
| Blackrock | — | — | — | $2.7M | 5.5% | |
| Blackrock | — | — | — | $2.6M | 5.4% | |
| American Funds | — | — | — | $2.0M | 4.2% | |
| Blackrock | — | — | — | $1.7M | 3.5% | |
| American Funds | — | — | — | $1.7M | 3.4% | |
| Blackrock | — | — | — | $1.5M | 3.0% | |
| Vanguard | — | — | — | $1.4M | 3.0% | |
| Janus Henderson | — | — | — | $1.1M | 2.2% | |
| Great Gray Trust | — | — | — | $725K | 1.5% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $725K | 1.5% | |
| Participant loans | — | — | — | $679K | 1.4% | |
| Great Gray Trust | — | — | — | $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 | — | — | — | $576K | 1.2% | |
| Fidelity Investments | — | — | — | $479K | 1.0% | |
| Blackrock | — | — | — | $479K | 1.0% | |
| Fidelity Investments | — | — | — | $464K | 1.0% | |
| iShares | — | — | — | $462K | 0.9% | |
| Fidelity Investments | — | — | — | $422K | 0.9% | |
| PIMCO | — | — | — | $421K | 0.9% | |
| Dimensional Fund Advisors, Inc. | — | — | — | $415K | 0.9% | |
| Baird | — | — | — | $382K | 0.8% | |
| T. Rowe Price | — | — | — | $379K | 0.8% | |
| Franklin Templeton Investments | — | — | — | $278K | 0.6% | |
| American Funds | — | — | — | $224K | 0.5% | |
| Dimensional Fund Advisors, Inc. | — | — | — | $136K | 0.3% | |
| PIMCO | — | — | — | $71K | 0.1% | |
| Blackrock | — | — | — | $45K | <0.1% | |
| Legg Mason | — | — | — | $11K | <0.1% |
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