Shirley Horner signed Phononic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phononic, Inc.'s EIN is 26-3664373.
Download the official 2024 Form 5500 (PDF) for Phononic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phononic, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.6M | 15.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 12.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 11.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $956K | 9.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $819K | 7.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $712K | 6.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $652K | 6.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $469K | 4.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $439K | 4.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $358K | 3.4% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $238K | 2.3% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $197K | 1.9% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $191K | 1.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $163K | 1.6% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $155K | 1.5% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $130K | 1.3% | |
| NEU MID CAP GROWTH FUND - R6 | Registered Investment Companies | — | — | $100K | 1.0% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $100K | 1.0% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $96K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 0.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $65K | 0.6% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $64K | 0.6% | |
| FRANKLIN SMALL MID CP GR -ADV | Registered Investment Companies | — | — | $44K | 0.4% | |
| TROWE PRICE INTL VALUE EQ I | Registered Investment Companies | — | — | $30K | 0.3% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $17K | 0.2% | |
| AB HIGH INCOME Z | Registered Investment Companies | — | — | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $20K |
| — |
