Craig J. Simonson signed Phoenix Financial Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Financial Services, LLC's EIN is 30-0651611.
Download the official 2024 Form 5500 (PDF) for Phoenix Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Financial Services, LLC'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 |
|---|---|---|---|---|---|
| AEGIS RETIREMENT PARTNERS | — | CONCORD, MA | TPA, FIDUCIARY ADVISOR | $42K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEBSTERROGERS LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 R Registered Investment Company N/A | Common Stocks | — | — | $3.1M | 20.8% | |
| T. Rowe Price Retirement 2035 R Registered Investment Company N/A | Common Stocks | — | — | $1.8M | 11.9% | |
| T. Rowe Price Retirement 2025 R Registered Investment Company N/A | Common Stocks | — | — | $1.8M | 11.8% | |
| T. Rowe Price Retirement 2040 R Registered Investment Company N/A | Common Stocks | — | — | $1.3M | 8.7% | |
| Guaranteed Portfolio Fund Guaranteed interest account N/A | Other securities | — | — | $1.1M | 7.4% | |
| T. Rowe Price Retirement 2045 R Registered Investment Company N/A | Common Stocks | — | — | $1.0M | 6.9% | |
| BYN Mellon S&P 500 Index Registered Investment Company N/A | Common Collective Trusts | — | — | $752K | 5.0% | |
| T. Rowe Price Retirement 2050 R Registered Investment Company N/A | Common Stocks | — | — | $604K | 4.0% | |
| Vanguard Small Cap Index ADM Registered Investment Company N/A | Mutual Funds | — | — | $445K | 3.0% | |
| Vanguard Mid Cap Index Fund-Admiral Registered Investment Company N/A | Common Collective Trusts | — | — | $414K | 2.8% | |
| T. Rowe Price Retirement 2020 R Registered Investment Company N/A | Common Stocks | — | — | $390K | 2.6% | |
| T. Rowe Price Dividend Growth Registered Investment Company N/A | Common Stocks | — | — | $330K | 2.2% | |
| American Funds New Perspective R4 Registered Investment Company N/A | Mutual Funds | — | — | $296K | 2.0% | |
| AB Large Cap Growth A Registered Investment Company N/A | Common Stocks | — | — | $253K | 1.7% | |
| T. Rowe Price Retirement 2055 R Registered Investment Company N/A | Common Stocks | — | — | $226K | 1.5% | |
| Allspring Core Plus Bond A Registered Investment Company N/A | Common Stocks | — | — | $180K | 1.2% | |
| MFS International Growth R3 Registered Investment Company N/A | Mutual Funds | — | — | $140K | 0.9% | |
| T. Rowe Price Retirement 2060 R Registered Investment Company N/A | Common Stocks | — | — | $108K | 0.7% | |
| Participant loans Interest rate (4.25%-9.5%) N/A | Bonds / Notes | — | — | $81K | 0.5% | |
| MFS International Intrinsic Value R3 Registered Investment Company N/A | Mutual Funds | — | — | $73K | 0.5% | |
| JPMorgan US Small Company A Registered Investment Company N/A | Common Stocks | — | — | $64K | 0.4% | |
| Victory Sycamore Established Value A Registered Investment Company N/A | Common Stocks | — | — | $61K | 0.4% | |
| Putnam Large Cap Value A Registered Investment Company N/A | Mutual Funds | — | — | $50K | 0.3% | |
| PIMCO Real Return Admin Registered Investment Company N/A | Mutual Funds | — | — | $37K | 0.2% | |
| PIMCO Income A Registered Investment Company N/A | Mutual Funds | — | — | $37K | 0.2% | |
| Principal High Yield A Registered Investment Company N/A | Common Stocks | — | — | $26K | 0.2% | |
| JPMorgan Mid-Cap Growth R3 Registered Investment Company N/A | Common Stocks | — | — | $25K | 0.2% | |
| American Century Small Cap Value Investment Registered Investment Company N/A | Common Stocks | — | — | $19K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BLUFFTON, SC |
| AUDITOR |
| $13K |
| — |
