Original filing (PDF)20251007174021NAL0002857283001

Your People Professionals, Inc. DBA Your People Professionals

Name: Your People Professionals, Inc. DBA Your People Professionals — Form 5500 Plan 002 (2024)
Creator: Your People Professionals, Inc. DBA Your People Professionals
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Your People Professionals Multiple Employer Plan

401(k) retirement plan · Your People Professionals, Inc. DBA Your People Professionals' Your People Professionals Multiple Employer Plan held $10.9M in plan assets for 254 participants in 2024.

Signals · 3

39% in single holding~105 bps in Sched C feesNo recordkeeper disclosed

Active participants

254

Accounts w/ balance

294

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

Plan identifiers

Your People Professionals, Inc. DBA Your People Professionals' EIN is 77-0424662.

EIN 77-0424662

Plan number 002

Plan year 2024

ACK ID 20251007174021NAL0002857283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Your People Professionals, Inc. DBA Your People Professionals from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Your People Professionals, Inc. DBA Your People Professionals' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YOUR PEOPLE PROFESSIONALS, INC. DBA YOUR PEOPLE PROFESSIONALS.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

YOUR PEOPLE PROFESSIONALS, INC. DBA YOUR PEOPLE PROFESSIONALS

EIN

all filings

Address

2605 S MILLER STE., STE 107 · SANTA MARIA, CA · 93455

Phone

(805) 928-5725

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP	59-2749576	—	PORTFOLIO MGMT	$16K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC INTEGRATED ADMINISTRATION	65-0608221	—	TPA	$98K	—

Investments

34 direct securities· $10.7M(99% of reported assets)

Mutual Funds

$4.3M

24 holdings

Common Collective Trusts

$4.3M

3 holdings

Other securities

$2.0M

6 holdings

Bonds / Notes

$187K

1 holding

					% of plan
Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$4.1M	38.2%
VBILX - Vanguard Intermediate-Term Bond Index Ad Mutual fund	Mutual Funds	—	—	$1.2M	10.6%
VLXVX - Vanguard Target Retirement 2065 Inv Mutual fund ** 45 VMFXX - Vanguard Federal Money Market Mutual fund	Mutual Funds	—	—	$1.0M	9.3%
T. Rowe Price PRDGX - T. Rowe Price Dividend Growth Fund	Other securities	—	—	$575K	5.3%
VCSAX - Vanguard Consumer Staples Indx Fund Adm Class Mutual fund	Mutual Funds	—	—	$543K	5.0%
BTMKX - iShares MSCI EAFE International Index K Mutual fund	Other securities	—	—	$537K	4.9%
Gabelli Funds/Ssga SVSPX - Ssga S&P Index 500	Other securities	—	—	$397K	3.7%
PRWAX - T. Rowe Price All-Cap Opportunities Mutual fund	Other securities	—	—	$278K	2.6%
RWIGX - American Funds Capital World G & I R6 Mutual fund	Mutual Funds	—	—	$247K	2.3%
Participant Loans Interest (4.25% - 9.50%) - 0 -	Bonds / Notes	—	—	$187K	1.7%
SHISX - BlackRock Health Sciences Svc Mutual fund	Other securities	—	—	$172K	1.6%
VIMAX - Vanguard Mid Cap Index Admiral Mutual fund	Mutual Funds	—	—	$161K	1.5%
OEGIX - Invesco Discovery Mid Cap Growth Fund RI Mutual fund	Mutual Funds	—	—	$134K	1.2%
VMGMX - Vanguard Mid Cap Growth Index Admiral Mutual fund	Mutual Funds	—	—	$128K	1.2%
VUIAX - Vanguard Utilities Index Admiral Mutual fund	Mutual Funds	—	—	$124K	1.1%
VEUSX - Vanguard European Stock Index Admiral Mutual fund	Mutual Funds	—	—	$95K	0.9%
FXNAX - Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$93K	0.9%
VFFVX - Vanguard Target Retirement 2055 Mutual fund	Mutual Funds	—	—	$88K	0.8%
VFIFX - Vanguard Target Retirement 2050 Mutual fund	Mutual Funds	—	—	$85K	0.8%
VTTHX - Vanguard Target Retirement 2035 Mutual fund	Mutual Funds	—	—	$83K	0.8%
ACMVX - American Century Mid Cap Value Mutual fund	Other securities	—	—	$81K	0.7%
RNPGX - American Funds New Perspective R6 Mutual fund	Mutual Funds	—	—	$77K	0.7%
VSGAX - Vanguard Small Cap Growth Index Adm Mutual fund	Mutual Funds	—	—	$65K	0.6%
Vanguard VSMAX - Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$63K	0.6%
VITAX - Vanguard Information Technology Index Ad Mutual fund	Mutual Funds	—	—	$52K	0.5%
Vanguard VFTAX - Vanguard Ftse Social Index Admiral 445 Vanguard VGSLX - Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$40K	0.4%
VSGDX - Vanguard Short-Term Federal Admiral Mutual fund	Mutual Funds	—	—	$31K	0.3%
VTTSX - Vanguard Target Retirement 2060 Mutual fund	Mutual Funds	—	—	$29K	0.3%
OGMIX - Invesco Oppenheimer Gold & Special Minerals Mutual fund	Mutual Funds	—	—	$20K	0.2%
VMIAX - Vanguard Materials Index Adm Mutual fund	Mutual Funds	—	—	$13K	0.1%
RERGX - American Funds EuroPacifc R6 Mutual fund	Mutual Funds	—	—	$10K	<0.1%
VTAPX - Vanguard Short-Term Inf Prot Index Admir Mutual fund	Mutual Funds	—	—	$7K	<0.1%
VAIPX - Vanguard Inflation Protected Securities Mutual fund	Mutual Funds	—	—	$5K	<0.1%
MEIAX - MFS Value Mutual fund	Mutual Funds	—	—	$2K	<0.1%