Anthony E Kopatich signed PHD Manufacturing Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PHD Manufacturing Inc.'s EIN is 34-1098720.
Download the official 2024 Form 5500 (PDF) for PHD Manufacturing Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PHD Manufacturing 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Capital Income Builder Class R-4 N/A | Mutual Funds | — | — | $721K | 12.3% | |
| Victory Sycamore Small Company Opportunity Fund Class A N/A | Common Stocks | — | — | $705K | 12.0% | |
| MFS Lifetime 2030 R3 N/A | Mutual Funds | — | — | $628K | 10.7% | |
| Vanguard Federal Money Market Fund Investor Shares N/A | Mutual Funds | — | — | $556K | 9.5% | |
| American Funds The Growth Funds of America Class R-4 N/A | Mutual Funds | — | — | $479K | 8.2% | |
| MFS Lifetime 2040 R2 N/A | Mutual Funds | — | — | $374K | 6.4% | |
| T. Rowe Price Blue Chip Growth Fund N/A | Other securities | — | — | $335K | 5.7% | |
| Vanguard 500 Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $333K | 5.7% | |
| JP Morgan Core Plus Bond Fund Class R-6 N/A | Other securities | — | — | $215K | 3.7% | |
| Invesco International Diversified Fund Class A N/A | Mutual Funds | — | — | $171K | 2.9% | |
| MFS Lifetime Income R3 N/A | Mutual Funds | — | — | $168K | 2.9% | |
| BlackRock High Yield Bond Portfolio Class K N/A | Other securities | — | — | $139K | 2.4% | |
| MFS Aggressive Growth Allocation Fund Class R4 N/A | Mutual Funds | — | — | $128K | 2.2% | |
| American Funds Washington Mutual Investors Fund Class R-3 N/A | Mutual Funds | — | — | $116K | 2.0% | |
| T. Rowe Price Growth Stock Fund N/A | Other securities | — | — | $108K | 1.8% | |
| MFS Mid Cap Growth A N/A | Mutual Funds | — | — | $104K | 1.8% | |
| Vanguard Total World Stock Index Fund Admiral N/A | Common Collective Trusts | — | — | $98K | 1.7% | |
| Notes receivable from participants, interest rates ranging from 4.25% to 9.50% $ 0 | Bonds / Notes | — | — | $79K | 1.3% | |
| Goldman Sachs Large Cap Growth Insights Fund Class R6 N/A | Other securities | — | — | $74K | 1.3% | |
| American Funds Capital World Growth and Income Fund Class R-3 N/A | Mutual Funds | — | — | $65K | 1.1% | |
| PGIM Total Return Bond Fund - Class R-6 N/A | Other securities | — | — | $61K | 1.0% | |
| Vanguard Small Cap Value Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $44K | 0.7% | |
| iShares U.S. Aggregate Bond Index Fund Class K N/A | Common Collective Trusts | — | — | $43K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $31K | 0.5% | |
| Vanguard Growth Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $22K | 0.4% | |
| MFS Lifetime 2040 Fund Class R3 N/A | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds The Bond Fund of America Class R-3 N/A | Mutual Funds | — | — | $12K | 0.2% | |
| MFS Lifetime 2055 R3 N/A | Mutual Funds | — | — | $10K | 0.2% | |
| JPMorgan Equity Income Fund Class R6 N/A | Other securities | — | — | $9K | 0.2% | |
| MFS Lifetime 2045 Fund Class R3 N/A 795 MFS Lifetime 2035 Fund Class R3 N/A 440 MFS Lifetime 2025 R3 N/A | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
