Deborah ROTH signed Phillips & Temro Industries' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phillips & Temro Industries' EIN is 52-0977491.
Download the official 2023 Form 5500 (PDF) for Phillips & Temro Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Phillips & Temro Industries' plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $3.7M | 15.0% | |
| Fidelity Contrafund Fund | Mutual Funds | — | — | $1.8M | 7.0% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.6M | 6.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 6.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.5M | 6.2% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.5M | 6.1% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.4M | 5.8% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.2M | 4.6% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.0M | 4.1% | |
| Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $857K | 3.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $857K | 3.4% | |
| Janus Henderson Janus Henderson Growth and Income Fund | Mutual Funds | — | — | $846K | 3.4% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $784K | 3.1% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $750K | 3.0% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $744K | 3.0% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $693K | 2.8% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $588K | 2.4% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $486K | 2.0% | |
| Fidelity Mid Cap Stock Fund | Mutual Funds | — | — | $471K | 1.9% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | Other securities | — | — | $411K | 1.6% | |
| MFS Value Fund | Mutual Funds | — | — | $408K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $359K | 1.4% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $358K | 1.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $288K | 1.2% | |
| PIMCO RAE US Small Fund Institutional Fund | Mutual Funds | — | — | $269K | 1.1% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $267K | 1.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $211K | 0.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $195K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $182K | 0.7% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $123K | 0.5% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $122K | 0.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $84K | 0.3% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $46K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
