Dayton-Phoenix Group, Inc.'s EIN is 31-1356760.
Download the official 2024 Form 5500 (PDF) for Dayton-Phoenix Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dayton-Phoenix Group, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | 31-1440043 | — | NONE | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | $18K | $9.8M | 23.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $67K | $5.6M | 13.7% | |
| Metropolitan West Metropolitan West Total Return Bond Fund | Other securities | — | $642K | $5.3M | 13.1% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | $112K | $5.3M | 13.0% | |
| Vanguard Group Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | $52K | $3.4M | 8.4% | |
| Standard Insurance Company Standard Stable Asset Fund A | Common Stocks | — | $85K | $3.0M | 7.3% | |
| Vanguard Group Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | $21K | $2.4M | 5.9% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | $29K | $1.5M | 3.6% | |
| MFS Investment Management MFS Mid Cap Value R6 | Mutual Funds | — | $42K | $1.3M | 3.3% | |
| Vanguard Group Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | $23K | $1.1M | 2.7% | |
| with various maturity dates through December 2031. | Other securities | — | — | $687K | 1.7% | |
| Invesco Ltd. Invesco Discovery Fund | Mutual Funds | — | $5K | $602K | 1.5% | |
| Vanguard Group Vanguard Mid Cap Index Fund Admiral Shares 968 | Common Collective Trusts | — | — | $316K | 0.8% | |
| Vanguard Group Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | $1K | $144K | 0.4% | |
| Vanguard Group Vanguard Small Cap Value Index Fund Admiral Shares 849 | Common Collective Trusts | — | — | $72K | 0.2% | |
| Vanguard Group Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | $3K | $58K | 0.1% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $5K | $57K | 0.1% | |
| PGIM Investments Prudential High Yield Q | Other securities | — | $10K | $47K | 0.1% | |
| T. Rowe Price T. Rowe Price International Discovery Fund 706 | Other securities | — | — | $44K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
