John Oriol signed PHA America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PHA America Inc.'s EIN is 27-3279619.
Download the official 2024 Form 5500 (PDF) for PHA America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PHA America 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 |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $22K | — |
| VANGUARD GROUP |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2045 INV | Other securities | — | — | $467K | 13.8% | |
| T. ROWE PRICE EQUITY INDEX 500 INV | Common Collective Trusts | — | — | $327K | 9.6% | |
| T. ROWE PRICE RETIREMENT 2035 INV | Other securities | — | — | $316K | 9.3% | |
| HARTFORD BALANCED INCOME R6 | Other securities | — | — | $221K | 6.5% | |
| T. ROWE PRICE RETIREMENT 2050 INV | Other securities | — | — | $204K | 6.0% | |
| BNY MELLON APPRECIATION Y | Other securities | — | — | $188K | 5.6% | |
| JPMORGAN EQUITY INCOME R6 | Other securities | — | — | $181K | 5.3% | |
| T. ROWE PRICE RETIREMENT 2055 INV | Other securities | — | — | $177K | 5.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $151K | 4.5% | |
| T. ROWE PRICE RETIREMENT 2030 INV | Other securities | — | — | $146K | 4.3% | |
| PARTICIPANT LOANS | Participant loans | — | — | $117K | 3.4% | |
| T. ROWE PRICE RETIREMENT 2060 INV | Other securities | — | — | $102K | 3.0% | |
| BRANDES INTERNATIONAL EQUITY I | Other securities | — | — | $97K | 2.9% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | Other securities | — | — | $95K | 2.8% | |
| LOOMIS SAYLES CORE PLUS BOND FUND | Other securities | — | — | $91K | 2.7% | |
| VANGUARD MID-CAP GROWTH INDEX FUND ADM | Common Collective Trusts | — | — | $86K | 2.5% | |
| T. ROWE PRICE RETIREMENT 2020 INV | Other securities | — | — | $57K | 1.7% | |
| WILLIAM BLAIR INTERNATIONAL LEADERS R6 | Other securities | — | — | $55K | 1.6% | |
| VICTORY LOW DURATION BOND FUND A | Other securities | — | — | $45K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2040 INV | Other securities | — | — | $44K | 1.3% | |
| JP MORGAN US EQUITY R6 | Other securities | — | — | $38K | 1.1% | |
| T. ROWE PRICE U.S. TREASURY MONEY INV | Other securities | — | — | $29K | 0.8% | |
| FEDERATED HERMES MDT SM CAP CORE INSTL | Other securities | — | — | $25K | 0.7% | |
| FIDELITY NASDAQ COMPOSITE INDEX | Mutual Funds | — | — | $22K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 INV | Other securities | — | — | $20K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2025 INV | Other securities | — | — | $19K | 0.6% | |
| T. ROWE PRICE STABLE VALUE E | Stable Value | — | — | $18K | 0.5% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $18K | 0.5% | |
| AMERICAN CENT ONE CHOICE:VERY CNSRV INV | Other securities | — | — | $13K | 0.4% | |
| BLACKROCK ADVANTAGE LARGE CAP GR INSTL | Other securities | — | — | $9K | 0.3% | |
| ARTISAN GLOBAL OPPORTUNITIES INSTL | Other securities | — | — | $9K | 0.3% | |
| COLUMBIA MID CAP INDEX INSTL2 | Other securities | — | — | $5K | 0.2% | |
| JPMORGAN INVESTOR GROWTH R6 | Other securities | — | — | $3K | <0.1% | |
| DFA EMERGING MARKETS CORE EQUITY 2 I | Mutual Funds | — | — | $3K | <0.1% | |
| NUVEEN REAL ESTATE SECURITIES SELECT R6 | Mutual Funds | — | — | $3K | <0.1% | |
| FIDELITY MULTI-ASSET INDEX | Mutual Funds | — | — | $2K | <0.1% | |
| VIRTUS KAR INTERNATIONAL SMALL-CAP R6 | Other securities | — | — | $2K | <0.1% | |
| COLUMBIA SELECT MID CAP VALUE INSTL3 | Other securities | — | — | $2K | <0.1% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | Other securities | — | — | $101 | <0.1% | |
| AMERICAN CENTURY SHORT-TERM GOVT INV | Other securities | — | — | $36 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-1945930 |
| — |
| NONE |
| $0 |
| — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| WILLIAM BLAIR FUNDS | — | CHICAGO, IL | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| AMERICAN CENTURY FUNDS | 20-0623152 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FEDERATED FUNDS | 25-1111467 | — | NONE | $0 | — |
| BRANDES INVESTMENT TRUST | 33-0635360 | — | NONE | $0 | — |
| HARTFORD MUTUAL FUNDS | 13-3317783 | — | NONE | $0 | — |
| ARTISAN PARTNERS | 30-0551775 | — | NONE | $0 | — |
| BNY MELLON FUNDS | — | NEW YORK, NY | NONE | $0 | — |
| VIRTUS FUNDS | 95-4191764 | — | NONE | $0 | — |
| HEARTLAND FUNDS | — | KANSAS CITY, MO | NONE | $0 | — |
| LOOMIS - SAYLES - NATIXIS - HANSBER | 04-3200030 | — | NONE | $0 | — |
| ALLSPRING GLOBAL | 41-0449260 | — | NONE | $0 | — |
| HARDING LOEVNER | — | CHICAGO, IL | NONE | $0 | — |
