Paul Thompson signed Phoenix Fabricators and Erectors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Fabricators and Erectors, LLC's EIN is 35-1676662.
Download the official 2024 Form 5500 (PDF) for Phoenix Fabricators and Erectors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Fabricators and Erectors, LLC's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $1.1M | 14.3% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $961K | 12.1% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $930K | 11.7% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $767K | 9.7% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $651K | 8.2% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $606K | 7.6% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $564K | 7.1% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $444K | 5.6% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $323K | 4.1% | |
| Blackrock Global Allocation Fund | Other securities | — | — | $302K | 3.8% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $292K | 3.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $256K | 3.2% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $110K | 1.4% | |
| Western Asset Core Bond Fund Class I | Other securities | — | — | $107K | 1.3% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $102K | 1.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $93K | 1.2% | |
| American Funds New World Fund Class R5 117 MFS Value Fund Class R6 | Mutual Funds | — | — | $73K | 0.9% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $68K | 0.9% | |
| Invesco Stable Value Trust Fund IV | Stable Value | — | — | $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 | Other securities | — | — | $34K | 0.4% | |
| Delaware MGL SM CAP CORE IS | Other securities | — | — | $29K | 0.4% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity Freedom 2070 K6 | Mutual Funds | — | — | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
