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Original filing (PDF)20251014165129NAL0001669107001
YUNEX LLC
Form 5500
FILING_RECEIVED
YUNEX LLC SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
234
Accounts w/ balance
242
Plan assets (EOY)
$27.8M
Net assets (EOY)
$27.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YUNEX LLC.
Plan sponsor
Name
YUNEX LLC
EIN
86-2136678
Address
2442 CONWAY BLVD · PORT CHARLOTTE, FL · 339525607
Phone
(704) 737-5497
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 30-0282430 | — | INVESTMENT ADVISORY | $10K | — |
| MERCER INVESTMENTS LLC | 36-2668272 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
Investments
20 direct securities · 2 pooled funds· $27.9M(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
$27.2M
20 holdings
Common Collective Trust
$647K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 Fund Mutual fund | — | — | — | $3.5M | 12.7% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $3.4M | 12.4% | |
| BlackRock LifePath Index 2040 Fund Mutual fund | — | — | — | $3.4M | 12.2% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account | — | — | — | $2.9M | 10.4% | |
| BlackRock LifePath Index 2050 Fund Mutual fund | — | — | — | $2.4M | 8.7% | |
| BlackRock LifePath Index 2030 Fund Mutual fund | — | — | — | $2.0M | 7.3% | |
| Hartford International Opportunities Fund/The Mutual fund | — | — | — | $2.0M | 7.1% | |
| BlackRock LifePath Index Retirement Fund Mutual fund | — | — | — | $1.9M | 6.9% | |
| BlackRock LifePath Index 2045 Fund Mutual fund | — | — | — | $1.8M | 6.4% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $923K | 3.3% | |
| With varying maturity dates through October 2034 and interest rates ranging * Notes receivable from participants from 3.25% to 8.50% | — | — | — | $818K | 2.9% | |
| BlackRock LifePath Index 2060 Fund Mutual fund | — | — | — | $685K | 2.5% | |
| AMG GW&K Small/Mid Cap Core Fund Mutual fund | — | — | — | $660K | 2.4% | |
| BlackRock LifePath Index 2055 Fund Mutual fund | — | — | — | $589K | 2.1% | |
| INVESCO STABLE VALUE TR CLS B1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $477K | 1.7% | |
| PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $171K | 0.6% | |
| (E) | — | — | — | $61K | 0.2% | |
| T Rowe Price US Equity Research Fund Inc Mutual fund | — | — | — | $61K | 0.2% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $17K | <0.1% | |
| (E) | — | — | — | $15K | <0.1% | |
| Blackrock LifePath Index 2065 Fund Mutual fund | — | — | — | $15K | <0.1% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $4K | <0.1% |
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