Sheila Thomas signed Phoenix International Holdings,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix International Holdings,'s EIN is 26-1426514.
Download the official 2024 Form 5500 (PDF) for Phoenix International Holdings, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix International Holdings,'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $3.8M | 17.2% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.2M | 9.8% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $1.9M | 8.5% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.8M | 8.1% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $1.6M | 7.3% | |
| AMERICAN MUTUAL R4 | Registered Investment Companies | — | — | $1.3M | 5.7% | |
| AMERICAN US GOV MONEY MKT R4 | Registered Investment Companies | — | — | $1.2M | 5.2% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| AMF AMERICAN HIGH INCOME - R4 | Registered Investment Companies | — | — | $973K | 4.4% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $915K | 4.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $675K | 3.0% | |
| AMERICAN FUNDS NEW ECONOMY -R | Registered Investment Companies | — | — | $651K | 2.9% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $623K | 2.8% | |
| AMERFDS 2010 TARG DATE RET-R4 31 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $558K | 2.5% | |
| AMER BOND FUND OF AMERICA-R4 | Registered Investment Companies | — | — | $504K | 2.3% | |
| AMERICAN FUNDS SMCAP WRLD -R4 | Registered Investment Companies | — | — | $494K | 2.2% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $490K | 2.2% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $469K | 2.1% | |
| AM FNDS U.S. GOVT SEC FND - R4 | Registered Investment Companies | — | — | $424K | 1.9% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $341K | 1.5% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $61K | 0.3% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $38K |
| — |
