Angelina Smith signed York Space Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
York Space Systems' EIN is 45-4590519.
Download the official 2024 Form 5500 (PDF) for York Space Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)York Space Systems' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRONWOOD FINANCIAL LLC | — | TUCSON, AZ | NONE | $34K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab US Large Cap | Mutual Funds | — | — | $2.1M | 19.1% | |
| iShares Core Moderate Allocation | Other securities | — | — | $1.2M | 11.1% | |
| Schwab Target 2055 Index Fund | Common Collective Trusts | — | — | $986K | 9.1% | |
| Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $842K | 7.8% | |
| iShares Core Aggressive Allocation | Other securities | — | — | $814K | 7.5% | |
| Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $734K | 6.8% | |
| Schwab US Dividends Equity | Mutual Funds | — | — | $544K | 5.0% | |
| iShares US Aerospace Defense | Common Stocks | — | — | $510K | 4.7% | |
| Exchange-traded funds * Schwab US Mid Cap | Mutual Funds | — | — | $444K | 4.1% | |
| Schwab US Small Cap | Mutual Funds | — | — | $329K | 3.0% | |
| Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $307K | 2.8% | |
| with various maturity dates | Other securities | — | — | $253K | 2.3% | |
| Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $233K | 2.2% | |
| Schwab Target 2030 Index Fund | Common Collective Trusts | — | — | $212K | 2.0% | |
| Schwab International Equity | Mutual Funds | — | — | $178K | 1.6% | |
| iShares Core Growth Allocation | Other securities | — | — | $165K | 1.5% | |
| Schwab Emerging Markets Equity | Mutual Funds | — | — | $160K | 1.5% | |
| Schwab US REIT | Mutual Funds | — | — | $132K | 1.2% | |
| Interest-bearing cash * Schwab Bank Savings | Mutual Funds | — | — | $109K | 1.0% | |
| Vanguard Long Term Bond | Mutual Funds | — | — | $109K | 1.0% | |
| Schwab Target 2035 Index Fund | Common Collective Trusts | — | — | $71K | 0.7% | |
| s * Schwab Target 2025 Index Fund | Mutual Funds | — | — | $56K | 0.5% | |
| iShares Core Conservative Allocation | Other securities | — | — | $48K | 0.4% | |
| Exchange-traded funds - continued * Schwab US TIPS | Mutual Funds | — | — | $46K | 0.4% | |
| Schwab US Aggregate Bond | Mutual Funds | — | — | $43K | 0.4% | |
| Schwab Intermediate Term US Treasury | U.S. Treasuries | — | — | $19K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $5K |
| — |
