John Nickolas signed The Phillies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Phillies' EIN is 23-2186951.
Download the official 2024 Form 5500 (PDF) for The Phillies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Phillies' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $81.5M | 99.4% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $2.2M | 2.6% |
