Katherine Hamilton signed Phillips Edison & Company Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phillips Edison & Company Ltd.'s EIN is 31-1669229.
Download the official 2024 Form 5500 (PDF) for Phillips Edison & Company Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phillips Edison & Company Ltd.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $75K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $10.0M | 17.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.2M | 14.5% | |
| TRP RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $7.7M | 13.7% | |
| TRP RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.1M | 9.0% | |
| TRP RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.5M | 8.0% | |
| TRP RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.9M | 7.0% | |
| TRP RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.6M | 4.6% | |
| TRP RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.5% | |
| AB US LARGE CAP GROWTH CIT, W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.4M | 2.5% | |
| RELIANCE METLIFE GAC SERI RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.2M | 2.2% | |
| PUTNAM LG CAP VA II CLASS U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 1.9% | |
| Vanguard Small Cap Index, ADM | Mutual Funds | — | — | $1.0M | 1.8% | |
| TRP RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $852K | 1.5% | |
| TRP RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $608K | 1.1% | |
| GS GQG Partners International OPPS R6 | Other securities | — | — | $493K | 0.9% | |
| American New World R6 | Mutual Funds | — | — | $489K | 0.9% | |
| PGIM TOTAL RETURN BOND U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $485K | 0.9% | |
| INVESCO CORE FIXED INCOME INVESCO TRUST COMPANY · EIN 20-2583973 / PN 309 | Common Collective Trust | — | — | $470K | 0.8% | |
| TRP RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $432K | 0.8% | |
| PUTNAM SMALL CAP GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $349K | 0.6% | |
| Vanguard Fed Money Market Fund | Mutual Funds | — | — | $262K | 0.5% | |
| INVESCO MID CAP GROWTH TR INVESCO TRUST COMPANY · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $235K | 0.4% | |
| Victory Sycamore Est Value R6 | Other securities | — | — | $202K | 0.4% | |
| SMALL CAP VALUE FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $164K | 0.3% | |
| COHEN & STEERS U.S. REALTY COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $110K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
