William Majeski signed Yieldstreet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yieldstreet, Inc.'s EIN is 47-2003394.
Download the official 2024 Form 5500 (PDF) for Yieldstreet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yieldstreet, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA RET & ANNUITY SEPARATE D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.7M | 99.8% | |
| Vangrd Trgt Retire 2055 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $1.5M | 17.1% | |
| Vangrd Tot St Mkt Indx Fd Adm Pool Separate Account | Pooled Separate Accounts | — | — | $1.1M | 12.8% | |
| Fidelity 500 Index Fund Pool Separate Account | Pooled Separate Accounts | — | — | $991K | 11.4% | |
| Vangrd Trgt Retire 2060 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $635K | 7.3% | |
| Vangrd Trgt Retire 2050 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $597K | 6.8% | |
| Vangrd Trgt Retire 2045 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $468K | 5.4% | |
| Fidelity Lg Cp Grw Id Fd Pool Separate Account | Pooled Separate Accounts | — | — | $402K | 4.6% | |
| Pool Separated Accounts Allspg Govmt MM Ins Pool Separate Account | Pooled Separate Accounts | — | — | $370K | 4.2% | |
| Vangrd Trgt Retire 2065 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $238K | 2.7% | |
| Vangrd Trgt Retire 2035 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $231K | 2.6% | |
| Vangrd Tot Int Stk In F Adm Pool Separate Account | Pooled Separate Accounts | — | — | $196K | 2.2% | |
| Vangrd Small-Cap Index Fnd Adm Pool Separate Account | Pooled Separate Accounts | — | — | $177K | 2.0% | |
| Vangrd Trgt Retire 2040 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $171K | 2.0% | |
| Vangrd Mid-Cap Index Fund Adm Pool Separate Account | Pooled Separate Accounts | — | — | $155K | 1.8% | |
| MFS Growth Fund R6 Pool Separate Account | Pooled Separate Accounts | — | — | $152K | 1.7% | |
| Goldman Sachs Int Eq Inc Fd R6 Pool Separate Account | Pooled Separate Accounts | — | — | $144K | 1.6% | |
| Vangrd Equity Income Fund Adm Pool Separate Account | Pooled Separate Accounts | — | — | $137K | 1.6% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Pool Separate Account | Pooled Separate Accounts | — | — | $112K | 1.3% | |
| Vangrd Trgt Retire 2030 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $97K | 1.1% | |
| Interest-bearing cash * Voya Gv Mny Mkt F A (Hld Acct) Interest-bearing cash ** $ | Cash / Money Market | — | — | $77K | 0.9% | |
| MFS Mid Cap Value Fund R6 Pool Separate Account | Pooled Separate Accounts | — | — | $75K | 0.9% | |
| MFS Value Fund R6 Pool Separate Account | Pooled Separate Accounts | — | — | $69K | 0.8% | |
| BlkRck High Yield Bnd Port K Pool Separate Account | Pooled Separate Accounts | — | — | $66K | 0.8% | |
| Fid US Bd Id Fd Pool Separate Account | Pooled Separate Accounts | — | — | $63K | 0.7% | |
| JPMorgan US Equity Fund R6 Pool Separate Account | Pooled Separate Accounts | — | — | $63K | 0.7% | |
| Vangrd GNMA Fund Adm Pool Separate Account | Pooled Separate Accounts | — | — | $61K | 0.7% | |
| DFA Emrg Mkts Core Eqty Pt Ins Pool Separate Account | Pooled Separate Accounts | — | — | $60K | 0.7% | |
| JPMorgan SmCp Growth Fnd R6 Pool Separate Account | Pooled Separate Accounts | — | — | $53K | 0.6% | |
| iShares MSCI EAFE Index Fnd K Pool Separate Account | Pooled Separate Accounts | — | — | $47K | 0.5% | |
| Fidelity Overseas Fund K Pool Separate Account | Pooled Separate Accounts | — | — | $33K | 0.4% | |
| Vangrd Cnsmr Stpl Indx Fd Adm Pool Separate Account | Pooled Separate Accounts | — | — | $32K | 0.4% | |
| Vangrd St-Term Federal Fnd Adm Pool Separate Account | Pooled Separate Accounts | — | — | $30K | 0.3% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | Bonds / Notes | — | — | $21K | 0.2% | |
| Cohen & Steers Realty Shares Z Pool Separate Account | Pooled Separate Accounts | — | — | $21K | 0.2% | |
| BlackRock Advantage Sm C K Pool Separate Account | Pooled Separate Accounts | — | — | $19K | 0.2% | |
| Undiscoverd Mngrs Bhv Vl F R6 Pool Separate Account | Pooled Separate Accounts | — | — | $19K | 0.2% | |
| BNY Mellon Sm/MidCp Grw Fd Y Pool Separate Account | Pooled Separate Accounts | — | — | $16K | 0.2% | |
| Calv US Lg Cp Cr Rsp In F R6 Pool Separate Account | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| Inv Core Bnd Fd R6 Pool Separate Account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| Janus Hndr Dev Wrld Bnd Fd N Pool Separate Account | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| Calvert Bond Fund R6 Pool Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Vangrd Trgt Retire 2020 Fd Pool Separate Account ** 1 Vangrd Trgt Retire 2025 Fd Pool Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
