Michael Fitzpatrick signed Phillips Service Industries, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phillips Service Industries, Inc.'s EIN is 38-2509613.
Download the official 2023 Form 5500 (PDF) for Phillips Service Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Phillips Service Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORA | $40K | — |
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.
| % 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% |
