Ashley Karkenny signed David Yurman Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
David Yurman Enterprises, LLC's EIN is 45-4614722.
Download the official 2024 Form 5500 (PDF) for David Yurman Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)David Yurman Enterprises, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $86K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard VANG TARGET RET 2045 | Mutual Funds | — | — | $13.5M | 12.2% | |
| Vanguard VANG 500 INDEX ADM | Common Collective Trusts | — | — | $11.7M | 10.6% | |
| Vanguard VANG TARGET RET 2035 | Mutual Funds | — | — | $9.3M | 8.5% | |
| T. Rowe Price TRP BLUE CHIP GRTH I | Other securities | — | — | $8.8M | 8.0% | |
| Vanguard VANG TARGET RET 2025 | Mutual Funds | — | — | $7.9M | 7.2% | |
| Vanguard VANG TARGET RET 2055 | Mutual Funds | — | — | $7.6M | 6.9% | |
| Macquarie International MGL INTL CR EQ R6 | Other securities | — | — | $5.4M | 4.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.3M | 4.8% | |
| Vanguard VANG TARGET RET 2050 | Mutual Funds | — | — | $4.9M | 4.5% | |
| Vanguard VANG TARGET RET 2040 | Mutual Funds | — | — | $4.6M | 4.2% | |
| MFS VALUE R6 | Mutual Funds | — | — | $4.6M | 4.2% | |
| PGIM Investments PGIM TOTAL RTN BD R6 | Other securities | — | — | $3.9M | 3.5% | |
| Voya Financial VOYA MID CAP OPPS R6 | Other securities | — | — | $3.2M | 2.9% | |
| Vanguard VANG TARGET RET 2030 | Mutual Funds | — | — | $2.7M | 2.4% | |
| Vanguard VANG TARGET RET 2060 | Mutual Funds | — | — | $2.5M | 2.3% | |
| Victory Sycamore VICTORY S EST VAL R6 | Other securities | — | — | $1.9M | 1.7% | |
| American Funds AF NEW PERSPECT R6 | Mutual Funds | — | — | $1.7M | 1.6% | |
| Vanguard VANG TARGET RET INC | Mutual Funds | — | — | $1.7M | 1.5% | |
| Franklin FKLN SM CAP VALUE R6 | Mutual Funds | — | — | $1.5M | 1.4% | |
| Vanguard VANG TARGET RET 2020 | Mutual Funds | — | — | $1.5M | 1.4% | |
| Amundi PIONEER STRAT INC K | Common Stocks | — | — | $1.5M | 1.3% | |
| JPMorgan JPM SMALL CAP EQ R5 | Other securities | — | — | $1.5M | 1.3% | |
| Vanguard VANG TARGET RET 2065 | Mutual Funds | — | — | $951K | 0.9% | |
| Cohen & Steers COHEN & STEERS RLTY | Other securities | — | — | $566K | 0.5% | |
| Carillon Eagle CRLN E SM CAP GR R6 | Other securities | — | — | $129K | 0.1% | |
| Vanguard VANG TARGET RET 2070 | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $44K |
| — |
