Original filing (PDF)20231018182639NAL0041982321001

YACULTA COMPANIES, INC.

Name: YACULTA COMPANIES, INC. — YACULTA COMPANIES, INC. PROFIT SHARING PLAN & 401(K) PLAN, Form 5500 (2022)
Creator: YACULTA COMPANIES, INC.

Form 5500

FILING_RECEIVED

YACULTA COMPANIES, INC. PROFIT SHARING PLAN & 401(K) PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

266

Accounts w/ balance

510

Plan assets (EOY)

$34.7M

Net assets (EOY)

$34.7M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YACULTA COMPANIES, INC..

Plan sponsor

Name

YACULTA COMPANIES, INC.

EIN

82-3560907

Address

805 BROADWAY · SUITE 700 · VANCOUVER, WA · 986603301

Phone

(360) 887-7400

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-18

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)

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH ADVIS	20-1665305	—	INVESTMENT ADVISORY	$0	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.