Troy Reisner signed Phunware Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phunware Inc.'s EIN is 26-4413774.
Download the official 2023 Form 5500 (PDF) for Phunware Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Phunware Inc.'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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE AGENCY INC | 33-0785439 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 25.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $448K | 9.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $377K | 7.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $371K | 7.5% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $352K | 7.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $288K | 5.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $280K | 5.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $231K | 4.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $181K | 3.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $181K | 3.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $161K | 3.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $141K | 2.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $122K | 2.5% | |
| MFS GLOBAL EQUITY FUND R6 | Registered Investment Companies | — | — | $118K | 2.4% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $112K | 2.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $102K | 2.1% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $50K | 1.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $42K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $32K | 0.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $30K | 0.6% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $30K | 0.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $16K | 0.3% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $4K | <0.1% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2K | <0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK HIGH YIELD BOND K | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
