Ashlee Kishimoto signed Young Brothers, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Young Brothers, LLC's EIN is 99-0105204.
Download the official 2024 Form 5500 (PDF) for Young Brothers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRST CO NA | 94-3112180 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Bonds / Notes | — | $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% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | CONTRACT ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAGEN KURTH PERMAN CO.,P.S. | 91-1233794 | — | ACCOUNTANTS | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SVCS, INC. | 52-1868818 | — | NONE | $139K | — |
