Philips North America LLC's EIN is 13-3429115.
Download the official 2024 Form 5500 (PDF) for Philips North America LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Philips North America LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSUR CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $535K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $520K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY GROWTH CO. COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $1.1B | 17.1% | |
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.0B | 16.2% | |
| VANGUARD TARGET RET 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $416.3M | 6.5% | |
| VANGUARD TARGET RET 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $375.8M | 5.9% | |
| VANGUARD TARGET RET 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $371.2M | 5.8% | |
| PRUDENTIAL CORE INT BOND FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $365.1M | 5.7% | |
| VANGUARD TARGET RET 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $343.1M | 5.4% | |
| VANGUARD TARGET RET 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $291.8M | 4.6% | |
| VANGUARD TARGET RET 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $261.4M | 4.1% | |
| Vanguard Small-Cap Index Fund Institutional Plus Shares Mutual fund n/a | Common Collective Trusts | — | — | $240.4M | 3.8% | |
| Vanguard Mid-Cap Index Fund Institutional Plus Shares Mutual fund n/a | Common Collective Trusts | — | — | $219.7M | 3.5% | |
| VANGUARD INST TTL BOND MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $218.1M | 3.4% | |
| CT DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $212.6M | 3.3% | |
| Vanguard Total International Stock Index Institutional Select Common collective trust n/a | Common Collective Trusts | — | — | $167.3M | 2.6% | |
| VANGUARD INST INT STCK MRKT INDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $167.3M | 2.6% | |
| VANGUARD TARGET RET 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $155.7M | 2.4% | |
| MFS International Diversification Fund Class R6 Mutual fund n/a | Mutual Funds | — | — | $105.2M | 1.7% | |
| VANGUARD TARGET RET 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $102.8M | 1.6% | |
| VANGUARD TARGET RET INCOME TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $65.0M | 1.0% | |
| VANGUARD TARGET RET 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $63.6M | 1.0% | |
| BlackRock Total Return Fund Class K Shares Mutual fund n/a | Other securities | — | — | $61.7M | 1.0% | |
| BLACKROCK MID-CAP GROWTH EQUITY FUN GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $42.5M | 0.7% | |
| Participant Loans Other varies 3.25% - 9.50% n/a -0- | Bonds / Notes | — | — | $41.7M | 0.7% | |
| Victory Sycamore Established Value Fund Class R6 Mutual fund n/a | Other securities | — | — | $38.1M | 0.6% | |
| Fidelity Small Cap Growth K6 Fund Mutual fund n/a | Mutual Funds | — | — | $35.5M | 0.6% | |
| SMALL CAP VALUE/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $26.6M | 0.4% | |
| VANGUARD TARGET RET 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $18.8M | 0.3% |
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 |
|---|---|---|---|---|---|
| JOHNSON O'CONNOR FERON & CARUCCI LL | 20-3985546 | — | ACCOUNTING | $39K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $10K | — |
