PHP Management Services, LLC's EIN is 47-3767612.
Download the official 2022 Form 5500 (PDF) for PHP Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)PHP Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PSI ADVISORS LLC | — | TAMPA, FL | INVESTMENT ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT I 2025 I | Other securities | — | — | $305K | 18.6% | |
| T. ROWE PRICE RETIREMENT I 2035 I | Other securities | — | — | $242K | 14.8% | |
| T. ROWE PRICE RETIREMENT I 2040 I | Other securities | — | — | $219K | 13.4% | |
| T. ROWE PRICE RETIREMENT I 2030 I | Other securities | — | — | $177K | 10.8% | |
| T. ROWE PRICE RETIREMENT I 2020 I | Other securities | — | — | $160K | 9.8% | |
| T. ROWE PRICE RETIREMENT I 2045 I | Other securities | — | — | $75K | 4.6% | |
| Notes receivable from participants (4.16%-7.25%) | Bonds / Notes | — | — | $66K | 4.0% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $41K | 2.5% | |
| T. ROWE PRICE RETIREMENT I 2050 I | Other securities | — | — | $37K | 2.3% | |
| T. ROWE PRICE RETIREMENT I 2015 I | Other securities | — | — | $37K | 2.2% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $36K | 2.2% | |
| T. ROWE PRICE RETIREMENT I 2060 I | Other securities | — | — | $31K | 1.9% | |
| T. ROWE PRICE RETIREMENT I 2055 I | Other securities | — | — | $27K | 1.7% | |
| JPMORGAN EQUITY INCOME R6 | Other securities | — | — | $25K | 1.5% | |
| GWI FIXED ACCOUNT - SERIES CLASS II | Other securities | — | — | $23K | 1.4% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $20K | 1.2% | |
| FEDERATED HERMES TOTAL RETURN BOND R6 | Other securities | — | — | $17K | 1.0% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $15K | 0.9% | |
| PUTNAM EMERGING MARKETS EQUITY R6 | Mutual Funds | — | — | $13K | 0.8% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $12K | 0.7% | |
| WESTERN ASSET CORE BOND IS | Other securities | — | — | $11K | 0.7% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $9K | 0.6% | |
| INVESCO REAL ESTATE R6 | Mutual Funds | — | — | $6K | 0.4% | |
| MFS TECHNOLOGY R6 | Mutual Funds | — | — | $5K | 0.3% | |
| T. ROWE PRICE GLOBAL STOCK I | Other securities | — | — | $5K | 0.3% | |
| T. ROWE PRICE RETIREMENT I 2010 I | Other securities | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $150 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | — | JACKSONVILLE, FL | CONTRACT ADMIN | $3K | — |
