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Original filing (PDF)20250415154556NAL0001537283001
PHILLIPS SERVICE INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
PHILLIPS SERVICE INDUSTRIES, INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
231
Plan assets (EOY)
$28.6M
Net assets (EOY)
$28.6M
How this plan invests
This plan
14 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS SERVICE INDUSTRIES, INC..
Plan sponsor
Name
PHILLIPS SERVICE INDUSTRIES, INC.
EIN
38-2509613
Address
14492 SHELDON ROAD, SUITE 300 · PLYMOUTH, MI · 48170
Phone
(734) 853-5000
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
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)
2U · Association Retirement Plan
2V · PEO multiple-employer plan
2W · Pooled employer plan (PEP)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORA | $40K | — |
Investments
14 pooled funds· $397.2M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP VALUE (MANAGED BY JP MORG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | $302.4M | 1058.0% |
| LARGE CAP VALUE (SUB-ADV BY WELLING EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 184 | Pooled Separate Account | $78.0M | 273.0% |
| DRYDEN S&P INDEX FUND (IS PLATOFRM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | $4.3M | 14.9% |
| LARGE CAP GROWTH / JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $2.7M | 9.4% |
| INTERNATIONAL BLEND III FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 719 | Pooled Separate Account | $2.1M | 7.2% |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | $1.6M | 5.6% |
| DAY ONE INCOMEFLEX TARGET BALANCE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | $1.1M | 4.0% |
| BALANCE I (SUB-ADV BY WELLINGTON) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | $1.1M | 4.0% |
| CORE BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 150 | Pooled Separate Account | $1.0M | 3.5% |
| MID CAP GROWTH / ARTISAN PARTNERS E · EIN 06-1050034 / PN 185 | Pooled Separate Account | $958K | 3.4% |
| MID CAP VAL (SUB-ADV BY WELLINGTON) E · EIN 06-1050034 / PN 187 | Pooled Separate Account | $686K | 2.4% |
| SMALL CAP GROWTH E · EIN 06-1050034 / PN 132 | Pooled Separate Account | $595K | 2.1% |
| SMALL CP VAL / SILVERCREST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | $504K | 1.8% |
| INTERNATIONAL GROWTH / ARTISAN PART EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 259 | Pooled Separate Account | $147K | 0.5% |
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