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Original filing (PDF)20250916093837NAL0004756274001
YIELDMO, INC.
Form 5500
FILING_RECEIVED
YIELDMO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
134
Accounts w/ balance
198
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YIELDMO, INC..
Plan sponsor
Name
YIELDMO, INC.
EIN
45-5576986
Address
1 TARA BLVD · SUITE 200 · NASHUA, NH · 03062
Phone
(656) 845-0800
Industry
Professional & Technical Servicessee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, 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 | $1K | — |
Investments
26 direct securities · 3 pooled funds· $18.8M(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
$18.2M
26 holdings
Common Collective Trust
$668K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.3M | 17.7% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $2.9M | 15.6% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $2.7M | 14.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $1.9M | 9.9% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $1.8M | 9.6% | |
| Fidelity Blue Chip Growth K6 Fund | — | — | — | $1.8M | 9.3% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $983K | 5.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $450K | 2.4% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $421K | 2.2% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $341K | 1.8% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $315K | 1.7% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class | — | — | — | $278K | 1.5% | |
| Vanguard Equity Income Fund Admiral Class | — | — | — | $257K | 1.4% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $248K | 1.3% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $220K | 1.2% | |
| Pimco Income Fund Institutional Class | — | — | — | $144K | 0.8% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $104K | 0.5% | |
| Fidelity Global Ex U.S. Index Fund | — | — | — | $101K | 0.5% | |
| dates ranging between 2025 and 2029 | — | — | — | $93K | 0.5% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class | — | — | — | $87K | 0.5% | |
| Fidelity Freedom Index Income Fund | — | — | — | $81K | 0.4% | |
| Fidelity Emerging Markets K | — | — | — | $72K | 0.4% | |
| Fidelity International Capital Appreciation Fund | — | — | — | $69K | 0.4% | |
| Allspring Special Mid Cap Value Fund R6 | — | — | — | $56K | 0.3% | |
| John Hancock Alternative Asset Allocation R6 | — | — | — | $54K | 0.3% | |
| Cohen & Steers Global Realty Shares, Inc. Class Z | — | — | — | $31K | 0.2% | |
| John Hancock Investment Grade Bond Fund R6 | — | — | — | $26K | 0.1% | |
| Macquarie Small Cap Value Fund R6 | — | — | — | $26K | 0.1% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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