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Original filing (PDF)20251010123729NAL0007724897001
THE PHOENIX FORGE GROUP, LLC
Form 5500
FILING_RECEIVED
THE PHOENIX FORGE GROUP 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
318
Accounts w/ balance
308
Plan assets (EOY)
$44.8M
Net assets (EOY)
$44.8M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PHOENIX FORGE GROUP, LLC.
Plan sponsor
Name
THE PHOENIX FORGE GROUP, LLC
EIN
23-2932241
Address
1020 MACARTHUR ROAD · READING, PA · 196059404
Phone
(610) 741-6134
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEONARD J. MILLER AND ASSOC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, N.A. | — | WILMINGTON, DE | INVESTMENT ADVISOR | $68K | — |
Investments
21 direct securities · 1 pooled fund· $78.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$43.9M
21 holdings
Common Collective Trust
$34.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Common Collective Trust | — | — | $34.3M | 76.7% | |
| MassMutual JPMorgan Large Cap Growth R6 | — | — | — | $10.4M | 23.3% | |
| MassMutual Fixed Account | — | — | — | $9.5M | 21.2% | |
| MassMutual Fidelity 500 Index | — | — | — | $6.9M | 15.4% | |
| MassMutual Vanguard Small-Cap Growth Index Admiral | — | — | — | $3.6M | 8.1% | |
| MassMutual Vanguard Mid-Cap Index Admiral | — | — | — | $2.8M | 6.2% | |
| MassMutual 40/60 Allocation I | — | — | — | $2.4M | 5.4% | |
| MassMutual 80/20 Allocation I | — | — | — | $2.3M | 5.1% | |
| MassMutual Fidelity Advisor Total Bond Z | — | — | — | $1.7M | 3.9% | |
| MassMutual 20/80 Allocation I | — | — | — | $1.4M | 3.1% | |
| MassMutual American Funds Europacific Growth R6 | — | — | — | $953K | 2.1% | |
| MassMutual American Funds 2030 Target Date Retire R6 | — | — | — | $870K | 1.9% | |
| MassMutual American Funds 2025 Target Date RetireR6 | — | — | — | $498K | 1.1% | |
| MassMutual American Funds 2040 Target Date Retire R6 | — | — | — | $148K | 0.3% | |
| MassMutual American Funds 2055 Target Date Retire R6 | — | — | — | $81K | 0.2% | |
| MassMutual American Funds 2035 Target Date Retire R6 | — | — | — | $76K | 0.2% | |
| MassMutual American Funds 2060 Target Date Retire R6 | — | — | — | $73K | 0.2% | |
| MassMutual American Funds 2045 Target Date Retire R6 | — | — | — | $36K | <0.1% | |
| MassMutual American Funds 2050 Target Date Retire R6 | — | — | — | $30K | <0.1% | |
| MassMutual American Funds 2010 Target Date Retire R6 | — | — | — | $8K | <0.1% | |
| MassMutual American Funds 2015 Target Date Retire R6 | — | — | — | $7K | <0.1% | |
| MassMutual American Funds 2020 Target Date Retire R6 | — | — | — | $5K | <0.1% |
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