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)Young Brothers, LLC's plan includes health coverage, life insurance, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVSRS TRST CO | 81-4017137 | — | INVESTMENT MANAGEMENT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $11K |
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 | |||||
|---|---|---|---|---|---|---|
| MSCI ACWI INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 84-3172952 / PN 001 | Common Collective Trust | — | $11.0M | $12.4M | 61.6% | |
| GLOBAL REAL ESTATE NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 27-6455179 / PN 001 | Common Collective Trust | — | $4.3M | $3.8M | 18.8% | |
| Long US Government Index | Other securities | — | $3.7M | $2.6M | 12.8% | |
| LONG US GOVT BOND INDX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6928353 / PN 001 | Common Collective Trust | — | — | $2.6M | 12.8% | |
| U.S. Treasury Inflation Protected Securities Index | U.S. Treasuries | — | $1.4M | $1.3M | 6.6% | |
| U.S. TIPS INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 02-6138231 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.6% | |
| BlackRock Liquidity T-Fund | Other securities | — | $40K | $53K | 0.3% | |
| BlackRock GNMA Porfolio Institutional Shares | Agency / Mortgage-Backed | — | $0 | $4K | <0.1% | |
| Goldman Sachs Emerging Markets Debt Portfolio | Other securities | — | $1 | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $74K | — |
| TOWERS WATSON INVESTMENT SVCS, INC. | 52-1868818 | — | NONE | $33K | — |
