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Original filing (PDF)20251014055340NAL0002263777001
PHENOM PEOPLE, INC.
Form 5500
FILING_RECEIVED
PHENOM PEOPLE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
328
Accounts w/ balance
314
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHENOM PEOPLE, INC..
Plan sponsor
Name
PHENOM PEOPLE, INC.
EIN
27-3257925
Address
300 BROOKSIDE AVENUE · BUILDING 18 - SUITE 200 · AMBLER, PA · 19002
Phone
(610) 656-7489
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
Investments
20 direct securities· $16.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.2M | 18.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 11.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.7M | 10.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.5M | 9.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.4M | 8.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 7.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 6.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $864K | 5.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $822K | 4.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $714K | 4.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $580K | 3.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $473K | 2.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $413K | 2.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $267K | 1.6% | |
| FIDELITY CONTRAFUND - K | Registered Investment Companies | — | — | $239K | 1.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $163K | 1.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $73K | 0.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $50K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $30K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $16K | <0.1% |
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