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Original filing (PDF)20251014232654NAL0005078208001
YOUNG BROTHERS, LLC
Form 5500
FILING_RECEIVED
YOUNG BROTHERS, LIMITED PENSION PLAN
Defined-benefit pension plan
Signals · 3
44% in single holdingNo recordkeeper disclosed6 service providers
Active participants
206
Accounts w/ balance
—
Plan assets (EOY)
$82.8M
Net assets (EOY)
$82.8M
How this plan invests
This plan
9 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
78
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "WTW GT Diversified Equity Fund 2,062,086 shares" is 44% of plan.
- 41 bps in Schedule C fees — 159% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YOUNG BROTHERS, LLC.
Plan sponsor
Name
YOUNG BROTHERS, LLC
EIN
99-0105204
Address
1331 NORTH NIMITZ HWY · HONOLULU, HI · 96817
Phone
(808) 543-9317
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAGEN, KURTH, PERMAN CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | CONTRACT ADMINISTRATOR | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAGEN KURTH PERMAN CO.,P.S. | 91-1233794 | — | ACCOUNTANTS | $5K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $121K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SVCS, INC. | 52-1868818 | — | NONE | $139K | — |
| BLACKROCK INSTITUTIONAL TRST CO NA | 94-3112180 | — | NONE | $12K | — |
Investments
1 direct security · 9 pooled funds· $81.6M(99% 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.
Common Collective Trust
$80.5M
9 holdings
Uncategorized
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTW GT DIVERSIFIED EQUITY FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | — | $30.4M | $35.8M | 43.2% | |
| WTW GT DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $13.4M | $15.3M | 18.5% | |
| WTW GT REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | — | $12.5M | $13.3M | 16.1% | |
| TSY U.S. 25+ YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $20.4M | $8.1M | 9.8% | |
| TSY U.S. 20 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $5.6M | $2.6M | 3.1% | |
| TSY U.S. 15 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $5.3M | $2.5M | 3.0% | |
| TSY U.S. 10 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $2.4M | $1.7M | 2.1% | |
| EB Temporary Investment Fund - 1.147% 1,109,923 shares | — | — | $1.1M | $1.1M | 1.3% | |
| EB TEMP INV FD 1.147% 12/31/2049 DD THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| INTERMED U.S. GOVT BOND INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | — | $64K | $63K | <0.1% |
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