Mary Testa signed Phoenix Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Services LLC's EIN is 45-5483929.
Download the official 2024 Form 5500 (PDF) for Phoenix Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Services LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2035 A Registered Investment Company | Common Stocks | — | — | $743K | 13.3% | |
| FA FREEDOM 2045 A Registered Investment Company | Common Stocks | — | — | $582K | 10.5% | |
| FA FREEDOM 2040 A Registered Investment Company | Common Stocks | — | — | $566K | 10.2% | |
| FA FREEDOM 2030 A Registered Investment Company | Common Stocks | — | — | $491K | 8.8% | |
| FA FREEDOM 2025 A Registered Investment Company | Common Stocks | — | — | $464K | 8.3% | |
| FA FREEDOM 2050 A Registered Investment Company | Common Stocks | — | — | $427K | 7.7% | |
| NWD S&P 500 INDEX R Registered Investment Company | Common Collective Trusts | — | — | $356K | 6.4% | |
| FA FREEDOM 2055 A Registered Investment Company | Common Stocks | — | — | $271K | 4.9% | |
| FA FREEDOM 2020 A Registered Investment Company | Common Stocks | — | — | $242K | 4.3% | |
| JPM LG CAP VALUE R2 Registered Investment Company | Common Stocks | — | — | $211K | 3.8% | |
| FA FREEDOM 2070 A Registered Investment Company ** 540 NWD SM CAP INDEX R Registered Investment Company | Common Stocks | — | — | $199K | 3.6% | |
| PGIM TOTAL RTN BD R Registered Investment Company | Common Stocks | — | — | $169K | 3.0% | |
| AB LG CAP GRTH R Registered Investment Company | Common Stocks | — | — | $155K | 2.8% | |
| PIF MIDCAP FUND R3 Registered Investment Company | Common Stocks | — | — | $143K | 2.6% | |
| FA UTILITIES M Registered Investment Company | Common Stocks | — | — | $99K | 1.8% | |
| FA FREEDOM 2015 A Registered Investment Company | Common Stocks | — | — | $89K | 1.6% | |
| FA FREEDOM INC A Registered Investment Company | Common Stocks | — | — | $69K | 1.2% | |
| FA FREEDOM 2060 A Registered Investment Company | Common Stocks | — | — | $66K | 1.2% | |
| NWD MD CP MKT IDX R Registered Investment Company | Common Collective Trusts | — | — | $59K | 1.1% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $49K | 0.9% | |
| J H OVERSEAS R Registered Investment Company | Common Stocks | — | — | $38K | 0.7% | |
| FA FREEDOM 2065 A Registered Investment Company | Common Stocks | — | — | $28K | 0.5% | |
| MGL EM MKTS EQ R Registered Investment Company | Common Stocks | — | — | $22K | 0.4% | |
| PUTNAM SM CAP GRTH R Registered Investment Company | Mutual Funds | — | — | $21K | 0.4% | |
| FKLN SM CAP VALUE R Registered Investment Company | Common Stocks | — | — | $10K | 0.2% | |
| VRTS NFJ MC VAL A Registered Investment Company | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
