Christopher Hynes signed PHB, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PHB, Inc.'s EIN is 25-1490822.
Download the official 2024 Form 5500 (PDF) for PHB, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PHB, Inc.'s 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | ADVISOR | $161 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | Mutual Funds | — | — | $5.6M | 19.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 001 | Common Collective Trust | — | — | $3.8M | 13.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $2.3M | 7.7% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $2.1M | 7.2% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $1.7M | 5.8% | |
| American Funds Money Market Fund | Mutual Funds | — | — | $1.6M | 5.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.5M | 5.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 4.4% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $1.3M | 4.3% | |
| Putnam Income Fund | Mutual Funds | — | — | $1.2M | 4.2% | |
| Capital Group Capital Group Europacific Growth Fund | Common Stocks | — | — | $1.2M | 4.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $996K | 3.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $676K | 2.3% | |
| Participants maturing through December 2029 | Other securities | — | — | $649K | 2.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $620K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $593K | 2.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $486K | 1.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $296K | 1.0% | |
| American Funds Strategic Bond | Mutual Funds | — | — | $272K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $258K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $254K | 0.9% | |
| MFS Corporate Bond Fund | Mutual Funds | — | — | $195K | 0.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $103K | 0.4% | |
| PIMCO High Yield Institutional Fund | Mutual Funds | — | — | $67K | 0.2% | |
| Templeton Global Bond Fund | Mutual Funds | — | — | $59K | 0.2% | |
| Various Participant Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $50K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $21K | <0.1% | |
| Empower Multi-Sector Bond Institutional Fund | Other securities | — | — | $5K | <0.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH FU EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
