John Johnson signed American Phoenix, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Phoenix, Inc.'s EIN is 39-1761001.
Download the official 2024 Form 5500 (PDF) for American Phoenix, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Phoenix, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| WELLTH ADVISORY SERVICES, LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.4M | 31.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $720K | 9.4% | |
| PRIN LIFETIME 2030 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $642K | 8.4% | |
| Principal Mid Cap Pooled Separate Account | Pooled Separate Accounts | — | — | $525K | 6.9% | |
| PRIN MIDCAP SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $525K | 6.9% | |
| Principal Large Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $416K | 5.5% | |
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $416K | 5.5% | |
| Notes receivable (rates range from * Participants 5.25% to 10.50%) | Bonds / Notes | — | — | $390K | 5.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $330K | 4.3% | |
| PRIN LIFETIME 2050 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $312K | 4.1% | |
| PGIM Total Return Bond Fund Registered Investment Company | Common Stocks | — | — | $274K | 3.6% | |
| PRIN LIFETIME 2020 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $257K | 3.4% | |
| Allspring Special Mid Cap Value Fund Registered Investment Company | Common Stocks | — | — | $232K | 3.0% | |
| PRIN LIFETIME 2040 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $207K | 2.7% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $193K | 2.5% | |
| American Beacon Large Cap Value Fund Registered Investment Company | Common Stocks | — | — | $180K | 2.4% | |
| Principal LifeTime Strategic Income Pooled Separate Account | Pooled Separate Accounts | — | — | $121K | 1.6% | |
| PRIN LIFETIME STRAT INC SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $121K | 1.6% | |
| (E) | Other securities | — | — | $96K | 1.3% | |
| Principal U.S. Property Pooled Separate Account | Pooled Separate Accounts | — | — | $96K | 1.3% | |
| PRIN U.S. PROPERTY SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $96K | 1.3% | |
| PRIN LIFETIME 2060 SEP ACCT-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $92K | 1.2% | |
| EMERGING MARKETS R1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $88K | 1.1% | |
| Principal Mid Cap S&P 400 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $86K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $86K | 1.1% | |
| Federated MDT Small Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $62K | 0.8% | |
| Invesco International Small-Mid Cap Company Fund Registered Investment Company | Mutual Funds | — | — | $43K | 0.6% |
