Melisa Obrien signed Yunex LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Yunex LLC's EIN is 86-2136678.
Download the official 2024 Form 5500 (PDF) for Yunex LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Yunex LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 30-0282430 | — | INVESTMENT ADVISORY | $10K | — |
| MERCER INVESTMENTS LLC | 36-2668272 |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 Fund Mutual fund | Other securities | — | — | $3.5M | 12.7% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.4M | 12.4% | |
| BlackRock LifePath Index 2040 Fund Mutual fund | Other securities | — | — | $3.4M | 12.2% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.9M | 10.4% | |
| BlackRock LifePath Index 2050 Fund Mutual fund | Other securities | — | — | $2.4M | 8.7% | |
| BlackRock LifePath Index 2030 Fund Mutual fund | Other securities | — | — | $2.0M | 7.3% | |
| Hartford International Opportunities Fund/The Mutual fund | Other securities | — | — | $2.0M | 7.1% | |
| BlackRock LifePath Index Retirement Fund Mutual fund | Other securities | — | — | $1.9M | 6.9% | |
| BlackRock LifePath Index 2045 Fund Mutual fund | Other securities | — | — | $1.8M | 6.4% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $923K | 3.3% | |
| With varying maturity dates through October 2034 and interest rates ranging * Notes receivable from participants from 3.25% to 8.50% | Bonds / Notes | — | — | $818K | 2.9% | |
| BlackRock LifePath Index 2060 Fund Mutual fund | Other securities | — | — | $685K | 2.5% | |
| AMG GW&K Small/Mid Cap Core Fund Mutual fund | Other securities | — | — | $660K | 2.4% | |
| BlackRock LifePath Index 2055 Fund Mutual fund | Other securities | — | — | $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) | Other securities | — | — | $61K | 0.2% | |
| T Rowe Price US Equity Research Fund Inc Mutual fund | Mutual Funds | — | — | $61K | 0.2% | |
| Fidelity Total International Index Fund Mutual fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| (E) | Other securities | — | — | $15K | <0.1% | |
| Blackrock LifePath Index 2065 Fund Mutual fund | Other securities | — | — | $15K | <0.1% | |
| Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISORY |
| $0 |
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