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Original filing (PDF)20250926091633NAL0009948160001
YAHOO HOLDINGS INC
Form 5500
FILING_RECEIVED
YAHOO 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
3,916
Accounts w/ balance
3,848
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
13 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YAHOO HOLDINGS INC.
Plan sponsor
Name
YAHOO HOLDINGS INC
EIN
81-3443155
Address
770 BROADWAY, 9TH FLOOR · NEW YORK, NY · 10003
Phone
(408) 349-3300
Industry
Information / Tech / Mediasee all
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
2025-09-26
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $219K | — |
Investments
17 direct securities · 13 pooled funds· $1.8B(100% 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.
Uncategorized
$1.1B
17 holdings
Common Collective Trust
$731.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $283.8M | 23.9% | |
| BlackRock LifePath Dynamic 2050 Fund " | — | — | — | $131.7M | 11.1% | |
| BTC LP DYN 2050 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3236240 / PN 001 | Common Collective Trust | — | — | $131.7M | 11.1% | |
| BlackRock LifePath Dynamic 2040 Fund " | — | — | — | $130.0M | 10.9% | |
| BTC LP DYN 2040 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3225779 / PN 001 | Common Collective Trust | — | — | $130.0M | 10.9% | |
| BlackRock LifePath Dynamic 2045 Fund " | — | — | — | $127.4M | 10.7% | |
| BTC LP DYN 2045 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3236021 / PN 001 | Common Collective Trust | — | — | $127.4M | 10.7% | |
| BlackRock LifePath Dynamic 2055 Fund " | — | — | — | $88.2M | 7.4% | |
| BTC LP DYN 2055 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3249549 / PN 001 | Common Collective Trust | — | — | $88.2M | 7.4% | |
| BlackRock LifePath Dynamic 2035 Fund " | — | — | — | $71.6M | 6.0% | |
| BTC LP DYN 2035 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3225591 / PN 001 | Common Collective Trust | — | — | $71.6M | 6.0% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $57.5M | 4.8% | |
| Fidelity Mid-Cap Index Fund " | — | — | — | $41.7M | 3.5% | |
| BlackRock LifePath Dynamic 2030 Fund " | — | — | — | $40.2M | 3.4% | |
| BTC LP DYN 2030 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3206030 / PN 001 | Common Collective Trust | — | — | $40.2M | 3.4% | |
| Fidelity Small-Cap Index Fund " | — | — | — | $36.8M | 3.1% | |
| Fidelity International Index Fund " | — | — | — | $31.5M | 2.6% | |
| BlackRock LifePath Dynamic 2060 Fund " | — | — | — | $29.4M | 2.5% | |
| BTC LP DYN 2060 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3249864 / PN 001 | Common Collective Trust | — | — | $29.4M | 2.5% | |
| BlackRock LifePath Dynamic Retirement Fund " | — | — | — | $24.2M | 2.0% | |
| BTC LP DYN RETIRE T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3263619 / PN 001 | Common Collective Trust | — | — | $24.2M | 2.0% | |
| Fidelity US Bond Index Fund " | — | — | — | $22.4M | 1.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $18.9M | 1.6% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund Class R6 " | — | — | — | $15.4M | 1.3% | |
| American Century Disciplined Core Value Fund Mutual fund | — | — | — | $8.4M | 0.7% | |
| BlackRock LifePath Dynamic 2065 Fund " | — | — | — | $7.4M | 0.6% | |
| BTC LP DYN 2065 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3263206 / PN 001 | Common Collective Trust | — | — | $7.4M | 0.6% | |
| MFS International Diversification Fund Class R6 " | — | — | — | $6.2M | 0.5% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $5.5M | 0.5% | |
| BTC LP DYN 2025 T BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3205395 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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