Plan Sponsor signed The Phoenix Forge Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Phoenix Forge Group, LLC's EIN is 23-2932241.
Download the official 2024 Form 5500 (PDF) for The Phoenix Forge Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Phoenix Forge Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, N.A. | — | WILMINGTON, DE | INVESTMENT ADVISOR | $68K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Other securities | — | — | $10.4M | 23.3% | |
| MassMutual Fixed Account | Other securities | — | — | $9.5M | 21.2% | |
| MassMutual Fidelity 500 Index | Common Collective Trusts | — | — | $6.9M | 15.4% | |
| MassMutual Vanguard Small-Cap Growth Index Admiral | Mutual Funds | — | — | $3.6M | 8.1% | |
| MassMutual Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $2.8M | 6.2% | |
| MassMutual 40/60 Allocation I | Other securities | — | — | $2.4M | 5.4% | |
| MassMutual 80/20 Allocation I | Other securities | — | — | $2.3M | 5.1% | |
| MassMutual Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $1.7M | 3.9% | |
| MassMutual 20/80 Allocation I | Other securities | — | — | $1.4M | 3.1% | |
| MassMutual American Funds Europacific Growth R6 | Mutual Funds | — | — | $953K | 2.1% | |
| MassMutual American Funds 2030 Target Date Retire R6 | Mutual Funds | — | — | $870K | 1.9% | |
| MassMutual American Funds 2025 Target Date RetireR6 | Mutual Funds | — | — | $498K | 1.1% | |
| MassMutual American Funds 2040 Target Date Retire R6 | Mutual Funds | — | — | $148K | 0.3% | |
| MassMutual American Funds 2055 Target Date Retire R6 | Mutual Funds | — | — | $81K | 0.2% | |
| MassMutual American Funds 2035 Target Date Retire R6 | Mutual Funds | — | — | $76K | 0.2% | |
| MassMutual American Funds 2060 Target Date Retire R6 | Mutual Funds | — | — | $73K | 0.2% | |
| MassMutual American Funds 2045 Target Date Retire R6 | Mutual Funds | — | — | $36K | <0.1% | |
| MassMutual American Funds 2050 Target Date Retire R6 | Mutual Funds | — | — | $30K | <0.1% | |
| MassMutual American Funds 2010 Target Date Retire R6 | Mutual Funds | — | — | $8K | <0.1% | |
| MassMutual American Funds 2015 Target Date Retire R6 | Mutual Funds | — | — | $7K | <0.1% | |
| MassMutual American Funds 2020 Target Date Retire R6 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
