JEFF Holdsworth signed Young Living Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Young Living Holdings, LLC's EIN is 86-2546118.
Download the official 2024 Form 5500 (PDF) for Young Living Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Young Living Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2045 C T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $12.4M | 14.9% | |
| TRP RETIRE 2050 C T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $11.3M | 13.6% | |
| TRP RETIRE 2040 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $9.2M | 11.0% | |
| TRP RETIRE 2055 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $8.9M | 10.7% | |
| TRP RETIRE 2035 C T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.8M | 8.1% | |
| TRP RETIRE 2060 C T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.4M | 7.7% | |
| TRP RETIRE 2030 C T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $6.0M | 7.2% | |
| Fid 500 Index Registered investment company | Common Collective Trusts | — | — | $4.4M | 5.3% | |
| TRP RETIRE 2025 C T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.4% | |
| BLKRK R1000 GR IDX R GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| TRP RETIRE 2065 C T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.6% | |
| Notes Receivable From Participants Interest rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $2.0M | 2.4% | |
| TRP RETIRE 2020 C T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| Brokeragelink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $933K | 1.1% | |
| Oakmark R6 Registered investment company | Common Stocks | — | — | $902K | 1.1% | |
| Fid Sm Cap Idx Collective trust | Common Collective Trusts | — | — | $747K | 0.9% | |
| Fid Mid Cap Idx Registered investment company | Common Collective Trusts | — | — | $592K | 0.7% | |
| Fid Govt Mmkt K6 Collective trust | Common Collective Trusts | — | — | $590K | 0.7% | |
| Ba Sustain Grth Is Registered investment company | Common Stocks | — | — | $575K | 0.7% | |
| Wasatch Sm Cap Grth Registered investment company | Common Stocks | — | — | $546K | 0.7% | |
| Victory S Est Val R6 Registered investment company | Common Stocks | — | — | $407K | 0.5% | |
| Crln E Mid Cap Gr R6 Registered investment company | Common Stocks | — | — | $370K | 0.4% | |
| TRP RETIRE 2015 C T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $344K | 0.4% | |
| Fid Intl Index Collective trust | Common Collective Trusts | — | — | $298K | 0.4% | |
| Fid Us Bond Idx Registered investment company | Common Collective Trusts | — | — | $227K | 0.3% | |
| Fid Emrg Mkts Idx Registered investment company | Common Collective Trusts | — | — | $219K | 0.3% | |
| Mfs Intl Divrsn R6 Registered investment company | Mutual Funds | — | — | $182K | 0.2% | |
| Cohen & Steers Rlty Registered investment company | Common Stocks | — | — | $174K | 0.2% | |
| Invs Gold Spl Min R6 Registered investment company | Common Stocks | — | — | $165K | 0.2% | |
| As Spl Sm Cap Val R6 Registered investment company | Common Stocks | — | — | $126K | 0.2% | |
| AS CORE PLUS BOND D1 SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $84K | 0.1% | |
| TRP RETIRE BAL C T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $61K | <0.1% | |
| Fid Infl Pr Bd Idx Collective trust | Common Collective Trusts | — | — | $36K | <0.1% | |
| Pimco Income Inst Registered investment company | Mutual Funds | — | — | $35K | <0.1% | |
| TRP RETIRE 2010 C T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $25K | <0.1% | |
| TRP RETIRE 2005 C T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
