Youngwilliams, P.C.'s EIN is 64-0847009.
Download the official 2024 Form 5500 (PDF) for Youngwilliams, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Youngwilliams, P.C.'s 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 35-1253576 | — | NONE | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.Rowe Price Retirement Fund 2030 | Other securities | — | — | $2.6M | 13.4% | |
| T.Rowe Price Retirement Fund 2025 | Other securities | — | — | $2.2M | 11.3% | |
| T.Rowe Price Retirement Fund 2035 | Other securities | — | — | $2.2M | 10.9% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $2.0M | 10.2% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $1.6M | 8.0% | |
| T.Rowe Price Retirement Fund 2040 | Other securities | — | — | $1.5M | 7.8% | |
| T.Rowe Price Retirement Fund 2020 | Other securities | — | — | $1.4M | 7.2% | |
| T.Rowe Price Retirement Fund 2045 | Other securities | — | — | $1.1M | 5.3% | |
| MFS Mass Inv Growth Stock Fund R6 | Mutual Funds | — | — | $711K | 3.6% | |
| T.Rowe Price Retirement Fund 2050 | Other securities | — | — | $640K | 3.2% | |
| Charles Schwab Government Money Market | Mutual Funds | — | — | $610K | 3.1% | |
| Fidelity Advisor Total Bond Fund Z | Mutual Funds | — | — | $599K | 3.0% | |
| T.Rowe Price Retirement Fund 2055 | Other securities | — | — | $418K | 2.1% | |
| Fidelity International Index FD | Mutual Funds | — | — | $409K | 2.1% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $378K | 1.9% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $313K | 1.6% | |
| MFS Value Fund CL R6 | Mutual Funds | — | — | $267K | 1.3% | |
| prime plus 1% maturing at various dates through 2030 -0- | Bonds / Notes | — | — | $206K | 1.0% | |
| Allspring Special Midcap Value Fund R6 | Other securities | — | — | $195K | 1.0% | |
| T.Rowe Price Retirement Fund 2060 | Other securities | — | — | $132K | 0.7% | |
| Janus Henderson Enterprise Fund N | Mutual Funds | — | — | $117K | 0.6% | |
| T.Rowe Price Retirement Fund 2015 | Other securities | — | — | $80K | 0.4% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $26K | 0.1% | |
| American Funds Beacon Small Cap Value Fund R5 | Mutual Funds | — | — | $22K | 0.1% | |
| T.Rowe Price Retirement Inc. | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
