Jennifer Montroy signed Phillips Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phillips Corporation's EIN is 52-0736062.
Download the official 2024 Form 5500 (PDF) for Phillips Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phillips Corporation'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 |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | SAN DIEGO, CA | PLAN INVESTMENT ADVISORY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA BENEFITS CONSULANTS, INC. | 52-1904735 | COLUMBIA, MD | PLAN ADMINISTRATION | $30K | — |
| AMERICAN TRUST |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Retirement 2030 | Mutual Funds | — | — | $3.1M | 8.5% | |
| American Funds Retirement 2040 | Mutual Funds | — | — | $3.1M | 8.3% | |
| T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $2.9M | 7.9% | |
| Invesco DW Industrials Momentum Fund | Mutual Funds | — | — | $2.8M | 7.6% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $2.6M | 7.0% | |
| American Funds Retirement 2055 | Mutual Funds | — | — | $2.5M | 6.9% | |
| American Funds Retirement 2035 | Mutual Funds | — | — | $2.5M | 6.7% | |
| RELIANCE TR CO STABLE VAL FD RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 008 | Common Collective Trust | — | — | $2.2M | 5.9% | |
| American Funds Retirement 2050 | Mutual Funds | — | — | $1.8M | 4.8% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $1.3M | 3.7% | |
| T Rowe Price Mid Capital Growth Fund | Mutual Funds | — | — | $1.1M | 2.9% | |
| Vanguard Mid Capital Index Fund | Common Collective Trusts | — | — | $979K | 2.7% | |
| American Funds Washington Mutual Investment Fund | Mutual Funds | — | — | $951K | 2.6% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $891K | 2.4% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $686K | 1.9% | |
| American Funds Retirement 2025 | Mutual Funds | — | — | $640K | 1.7% | |
| American Funds Retirement 2045 | Mutual Funds | — | — | $633K | 1.7% | |
| Vanguard International Growth ADM Fund | Mutual Funds | — | — | $577K | 1.6% | |
| American Funds Retirement 2020 | Mutual Funds | — | — | $567K | 1.5% | |
| Vanguard Small Capital Index Fund | Common Collective Trusts | — | — | $537K | 1.5% | |
| T Rowe Price Mid Capital Value Fund | Mutual Funds | — | — | $502K | 1.4% | |
| Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | — | $500K | 1.4% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $491K | 1.3% | |
| JPMorgan Small Capital Growth Fund R6 | Other securities | — | — | $436K | 1.2% | |
| Fidelity Capital and Income Fund | Mutual Funds | — | — | $352K | 1.0% | |
| American Funds Capital World Growth/Income Fund | Mutual Funds | — | — | $328K | 0.9% | |
| MFS Total Return Fund | Mutual Funds | — | — | $279K | 0.8% | |
| American Funds Retirement 2060 | Mutual Funds | — | — | $267K | 0.7% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $252K | 0.7% | |
| MFS Corporate Bond Fund | Mutual Funds | — | — | $227K | 0.6% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $174K | 0.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $137K | 0.4% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $114K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $97K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $97K | 0.3% | |
| Columbia Dividend Income Fund | Other securities | — | — | $93K | 0.3% | |
| Registered Investment Companies American Funds Retirement 2015 | Mutual Funds | — | — | $85K | 0.2% | |
| State Street Industrial Select Sector SPDR Fund | Other securities | — | — | $33K | <0.1% | |
| American Funds Retirement 2065 | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 62-0951563 |
| — |
| CONTRACT ADMIN |
| $8K |
| — |
