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Original filing (PDF)20240930143810NAL0010358240001
YAK ACCESS, LLC
Form 5500
FILING_RECEIVED
YAK ACCESS 401(K) PLAN
401(k) retirement plan
Active participants
507
Accounts w/ balance
335
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
92
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YAK ACCESS, LLC.
Plan sponsor
Name
YAK ACCESS, LLC
EIN
81-2222978
Address
2438 HWY 98 EAST · COLUMBIA, MS · 39429
Phone
(601) 633-6814
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-30
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TMH, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARYFIRST | 20-5582309 | — | SERVICE PROVIDER | $0 | — |
Investments
6 pooled funds· $2.5M(11% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP GROWTH FUND III - FEE CLA WILMINGTON TRUST FUNDS · EIN 38-7275327 / PN 001 | Common Collective Trust | $996K | 4.5% |
| INTERNATIONAL EQUITY FUND - FEE CLA WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | $995K | 4.5% |
| SMALL CAP VALUE FUND II - FEE CLASS WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | $232K | 1.1% |
| CORE PLUS BOND FUND - FEE CLASS I3 WILMINGTON TRUST FUNDS · EIN 38-4116854 / PN 515 | Common Collective Trust | $209K | 1.0% |
| MID CAP VALUE FUND - FEE CLASS I1 C WILMINGTON TRUST FUNDS · EIN 38-4139852 / PN 630 | Common Collective Trust | $59K | 0.3% |
| LARGE CAP VALUE FUND - FEE CLASS I3 WILMINGTON TRUST FUNDS · EIN 38-4065329 / PN 426 | Common Collective Trust | $29K | 0.1% |
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