Kelly Graham signed Robert J. Young Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert J. Young Company, Inc.'s EIN is 62-0760182.
Download the official 2024 Form 5500 (PDF) for Robert J. Young Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert J. Young Company, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $129K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG GROWTH IDX ADM | Common Collective Trusts | — | $5.8M | $13.8M | 20.3% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | $4.8M | $8.3M | 12.2% | |
| VANG VALUE IDX ADM | Common Collective Trusts | — | $4.4M | $6.8M | 10.0% | |
| VANG BAL INDEX ADM | Other securities | — | $4.6M | $6.0M | 8.8% | |
| FID 500 INDEX | Common Collective Trusts | — | $3.8M | $4.8M | 7.1% | |
| VANG TOT INTL STK AD | Other securities | — | $4.3M | $4.7M | 6.9% | |
| FID GOVT MMKT | Mutual Funds | — | $2.7M | $2.7M | 3.9% | |
| VANG TOT BD MKT ADM | Other securities | — | $2.8M | $2.6M | 3.8% | |
| VANG TARGET RET 2055 | Other securities | — | $1.6M | $1.9M | 2.8% | |
| VANG TARGET RET 2035 | Other securities | — | $1.7M | $1.8M | 2.7% | |
| VANG TARGET RET 2050 | Other securities | — | $1.3M | $1.6M | 2.3% | |
| VANG TARGET RET 2045 | Other securities | — | $1.3M | $1.5M | 2.2% | |
| VANG TARGET RET 2030 | Other securities | — | $1.4M | $1.4M | 2.1% | |
| VANG TARGET RET 2025 | Other securities | — | $1.3M | $1.3M | 1.9% | |
| VANG TARGET RET 2040 | Other securities | — | $1.2M | $1.3M | 1.9% | |
| AS CORE PLUS BOND R6 | Other securities | — | $1.3M | $1.3M | 1.8% | |
| EV ATL CAP SMID-CP I | Other securities | — | $936K | $1.0M | 1.5% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | $965K | $1.0M | 1.5% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | $637K | $904K | 1.3% | |
| VANG EM STK IDX ADM | Common Collective Trusts | — | $892K | $898K | 1.3% | |
| VANG TARGET RET 2060 | Other securities | — | $611K | $705K | 1.0% | |
| VANG INFL PROT ADM | Other securities | — | $551K | $495K | 0.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $361K | 0.5% | |
| VRTS K SM-CAP GR I | Other securities | — | $354K | $307K | 0.5% | |
| VANG TARGET RET 2065 | Other securities | — | $153K | $169K | 0.2% | |
| VANG TARGET RET 2020 | Other securities | — | $153K | $138K | 0.2% | |
| VANG TARGET RET 2070 | Other securities | — | $93K | $110K | 0.2% | |
| VANG TOT STK MKT ADM | Other securities | — | $95K | $105K | 0.2% | |
| VANG TARGET RET INC | Common Stocks | — | $75K | $74K | 0.1% | |
| VG TL INTL BD IDX AD | Common Collective Trusts | — | $61K | $55K | <0.1% | |
| VANG ST BOND IDX ADM | U.S. Treasuries | — | $969 | $973 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $33K |
| — |
