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Original filing (PDF)20250923155310NAL0007071008001
PHOENIX FABRICATORS AND ERECTORS, LLC
Form 5500
FILING_RECEIVED
PHOENIX FABRICATORS AND ERECTORS, LLC PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
291
Accounts w/ balance
253
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX FABRICATORS AND ERECTORS, LLC.
Plan sponsor
Name
PHOENIX FABRICATORS AND ERECTORS, LLC
EIN
35-1676662
Address
182 SOUTH COUNTY ROAD 900 EAST · AVON, IN · 46123
Phone
(317) 271-7002
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $18K | — |
Investments
23 direct securities · 1 pooled fund· $8.0M(100% of reported assets)
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.
Uncategorized
$7.9M
23 holdings
Common Collective Trust
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 K6 | — | — | — | $1.1M | 14.3% | |
| Fidelity Freedom 2035 K6 | — | — | — | $961K | 12.1% | |
| Fidelity Freedom 2025 K6 | — | — | — | $930K | 11.7% | |
| Fidelity Freedom 2030 K6 | — | — | — | $767K | 9.7% | |
| Fidelity Freedom 2020 K6 | — | — | — | $651K | 8.2% | |
| Fidelity Freedom 2050 K6 | — | — | — | $606K | 7.6% | |
| Fidelity Freedom 2055 K6 | — | — | — | $564K | 7.1% | |
| Fidelity Freedom 2040 K6 | — | — | — | $444K | 5.6% | |
| Fidelity Freedom 2065 K6 | — | — | — | $323K | 4.1% | |
| Blackrock Global Allocation Fund | — | — | — | $302K | 3.8% | |
| Fidelity Freedom 2060 K6 | — | — | — | $292K | 3.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $256K | 3.2% | |
| Fidelity Freedom 2015 K6 | — | — | — | $110K | 1.4% | |
| Western Asset Core Bond Fund Class I | — | — | — | $107K | 1.3% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $102K | 1.3% | |
| Fidelity 500 Index Fund | — | — | — | $93K | 1.2% | |
| American Funds New World Fund Class R5 117 MFS Value Fund Class R6 | — | — | — | $73K | 0.9% | |
| MFS International Diversification Fund Class R6 | — | — | — | $68K | 0.9% | |
| Invesco Stable Value Trust Fund IV | — | — | — | $62K | 0.8% | |
| INVESCO STBL VAL IV INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $62K | 0.8% | |
| Touchstone Mid Cap Fund | — | — | — | $34K | 0.4% | |
| Delaware MGL SM CAP CORE IS | — | — | — | $29K | 0.4% | |
| PIMCO Income Fund Institutional Class | — | — | — | $16K | 0.2% | |
| Fidelity Freedom 2070 K6 | — | — | — | $10K | 0.1% |
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