Michelle Oconnor signed Phoebe-Devitt Homes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoebe-Devitt Homes' EIN is 23-1396838.
Download the official 2024 Form 5500 (PDF) for Phoebe-Devitt Homes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoebe-Devitt Homes' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW EDGE WEALTH | 84-4661399 | — | INVESTMENT ADVISORY | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.9M | 9.9% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $3.3M | 8.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.1M | 7.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $3.1M | 7.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.9M | 7.3% | |
| Galliard Stable Return | Other securities | — | — | $2.7M | 6.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.3M | 5.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.1M | 5.2% | |
| COLUMBIA TRUST DIV INC FUND MS AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $1.9M | 4.9% | |
| JP Morgan US Equity Fund | Other securities | — | — | $1.7M | 4.3% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $1.5M | 3.7% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.3M | 3.3% | |
| Notes Receivable from Participants (Rates: 4.25% - 9.50%) -0- | Bonds / Notes | — | — | $1.3M | 3.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.3M | 3.2% | |
| Allspring Spec Mid Cap Value Institutional | Other securities | — | — | $988K | 2.5% | |
| Mainstay Winslow Large Cap Growth I | Other securities | — | — | $904K | 2.3% | |
| Vanguard Total International Stock Index Adm Fund | Mutual Funds | — | — | $818K | 2.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $739K | 1.9% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $566K | 1.4% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $540K | 1.4% | |
| Congress Mid Cap Growth Instl | Other securities | — | — | $508K | 1.3% | |
| T. Rowe Price Overseas Stock Fund | Other securities | — | — | $435K | 1.1% | |
| Vanguard Mid Cap Index Adm Fund | Mutual Funds | — | — | $309K | 0.8% | |
| Vanguard RE Index Fund | Common Collective Trusts | — | — | $306K | 0.8% | |
| Federated Hermes Total Return Bond | Other securities | — | — | $257K | 0.7% | |
| FEDRATED HRM TOT RET BD CIF MS GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $257K | 0.7% | |
| Blackrock High Yield Bond Institutional | Other securities | — | — | $256K | 0.6% | |
| Legg Mason ClearBridge Small Cap Growth Fund Y | Other securities | — | — | $171K | 0.4% | |
| Pioneer Fundamental Growth Y | Other securities | — | — | $166K | 0.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $156K | 0.4% | |
| GQG Partners Emerging Markets Equity R6 | Other securities | — | — | $146K | 0.4% | |
| approximately $41,000 as of December 31, 2024. The balance consists of uncashed checks issued to | Other securities | — | — | $41K | 0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $3K | <0.1% | |
| the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our audit | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
