Esther Sanchez signed Yavapai Apache Nation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yavapai Apache Nation's EIN is 86-0210241.
Download the official 2024 Form 5500 (PDF) for Yavapai Apache Nation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yavapai Apache Nation'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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | SEATTLE, WA | NONE | $6K | — |
| CHARLES SCHWAB BANK/TRUST COMPANY | 82-3967259 | — | NONE | $1K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab | Mutual Funds | — | — | $938K | 12.6% | |
| PIMCO | Mutual Funds | — | — | $604K | 8.1% | |
| MORLEY STABLE VALUE FUND UNION BOND AND TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $604K | 8.1% | |
| Dodge & Cox | Mutual Funds | — | — | $603K | 8.1% | |
| The Vanguard Group | Mutual Funds | — | — | $572K | 7.7% | |
| The Vanguard Group | Mutual Funds | — | — | $501K | 6.7% | |
| The Vanguard Group | Mutual Funds | — | — | $430K | 5.8% | |
| Dodge & Cox | Mutual Funds | — | — | $416K | 5.6% | |
| The Vanguard Group | Mutual Funds | — | — | $324K | 4.3% | |
| The Vanguard Group | Mutual Funds | — | — | $284K | 3.8% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $276K | 3.7% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $265K | 3.5% | |
| The Vanguard Group | Mutual Funds | — | — | $240K | 3.2% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $229K | 3.1% | |
| The Vanguard Group | Mutual Funds | — | — | $199K | 2.7% | |
| Notes receivable from participants | Other securities | — | — | $190K | 2.5% | |
| The Vanguard Group | Mutual Funds | — | — | $155K | 2.1% | |
| The Vanguard Group | Mutual Funds | — | — | $140K | 1.9% | |
| PIMCO | Mutual Funds | — | — | $137K | 1.8% | |
| The Vanguard Group | Mutual Funds | — | — | $126K | 1.7% | |
| Cohen & Steers | Other securities | — | — | $124K | 1.7% | |
| The Vanguard Group | Mutual Funds | — | — | $120K | 1.6% | |
| The Vanguard Group | Mutual Funds | — | — | $118K | 1.6% | |
| The Vanguard Group | Mutual Funds | — | — | $95K | 1.3% | |
| Thornburg Investment Management | Other securities | — | — | $89K | 1.2% | |
| The Vanguard Group | Mutual Funds | — | — | $76K | 1.0% | |
| The Vanguard Group | Mutual Funds | — | — | $72K | 1.0% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $67K | 0.9% | |
| The Vanguard Group | Mutual Funds | — | — | $51K | 0.7% | |
| The Vanguard Group | Mutual Funds | — | — | $19K | 0.3% | |
| The Vanguard Group | Mutual Funds | — | — | $2K | <0.1% | |
| Charles Schwab | Mutual Funds | — | — | $771 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
