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Original filing (PDF)20251015101942NAL0004280161001
PHIGENICS MANAGEMENT INC
Form 5500
FILING_RECEIVED
PHIGENICS MANAGEMENT, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
201
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHIGENICS MANAGEMENT INC.
Plan sponsor
Name
PHIGENICS MANAGEMENT INC
EIN
20-1971338
Address
3S701 WEST AVENUE · SUITE 100 · WARRENVILLE, IL · 60555
Phone
(844) 850-4087
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RPCP | 04-3046611 | — | NONE | $11K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
32 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.1M | 14.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.8M | 12.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 8.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.1M | 7.3% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $953K | 6.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $764K | 5.2% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $592K | 4.0% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $518K | 3.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $504K | 3.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $484K | 3.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $439K | 3.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $436K | 3.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $433K | 2.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $423K | 2.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $415K | 2.8% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $396K | 2.7% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $364K | 2.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $324K | 2.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $251K | 1.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $248K | 1.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $237K | 1.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $167K | 1.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 4 Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $142K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $114K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $88K | 0.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $77K | 0.5% | |
| American Funds ST Bd Fd of America R6 American Funds 0 | — | — | — | $39K | 0.3% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $29K | 0.2% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $22K | 0.1% | |
| Vanguard Global Capital Cycles Inv Vanguard 0 | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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