How big is PHE, Inc.'s plan?

PHE, Inc.'s plan reported $39.4M in assets and 228 participants for 2024.

Original filing (PDF)20251008115940NAL0003254387014

PHE, Inc.

Name: PHE, Inc. — PHE, Inc. Employees 401(k) and Profit, Form 5500 (2024)
Creator: PHE, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PHE, Inc. Employees 401(k) and Profit Sharing Plan and Trust

401(k) retirement plan · PHE, Inc.'s PHE, Inc. Employees 401(k) and Profit Sharing Plan and Trust held $39.4M in plan assets for 228 participants in 2024, with MVP Plan Administrators, Inc. as recordkeeper.

Active participants

228

Accounts w/ balance

273

Plan assets (EOY)

$39.4M

Net assets (EOY)

$39.4M

People on this filing

Tracy Witmer signed PHE, Inc.'s 2024 Form 5500 as plan administrator.

Tracy Witmer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PHE, Inc.'s EIN is 56-1335746.

EIN 56-1335746

Plan number 001

Plan year 2024

ACK ID 20251008115940NAL0003254387014

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PHE, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PHE, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHE, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

PHE, INC.

EIN

all filings

Address

PO BOX 8200 · HILLSBOROUGH, NC · 27278

Phone

(919) 644-8100

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB TRUST BANK	82-3967259	—	CUSTODIAN	$8K	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MVP PLAN ADMINISTRATORS, INC.	56-2263714	—	RECORDKEEPER	$37K	—

Advisor / Consultant

Investments

37 direct securities· $38.2M(97% of reported assets)

Other securities

$25.6M

22 holdings

Mutual Funds

$7.8M

11 holdings

Common Collective Trusts

$3.9M

2 holdings

Agency / Mortgage-Backed

$845K

1 holding

U.S. Treasuries

$16K

1 holding

					% of plan
American Fds Target Date Ret 2030 Mutual fund	Other securities	—	—	$4.6M	11.7%
American Fds Target Date Ret 2035 Mutual fund	Other securities	—	—	$4.0M	10.2%
American Fds Target Date Ret 2045 Mutual fund	Other securities	—	—	$3.7M	9.4%
T Rowe Price Capital Appreciation Fd Mutual fund	Mutual Funds	—	—	$3.6M	9.1%
American Fds Target Date Ret 2040 Mutual fund	Other securities	—	—	$3.4M	8.6%
Fidelity Total Market Index Fd Mutual fund	Common Collective Trusts	—	—	$2.8M	7.1%
American Fds Target Date Ret 2025 Mutual fund	Other securities	—	—	$2.1M	5.4%
American Fds Target Date Ret 2050 Mutual fund	Other securities	—	—	$1.3M	3.4%
AB Large Cap Growth Mutual fund	Other securities	—	—	$1.3M	3.2%
Schwab Money Market Money market	Mutual Funds	—	—	$1.1M	2.8%
Fidelity 500 Index Fd Mutual fund	Common Collective Trusts	—	—	$1.1M	2.8%
American Fds Target Date Ret 2020 Mutual fund	Other securities	—	—	$916K	2.3%
PIMCO GNMA & Govt Securities Mutual fund	Agency / Mortgage-Backed	—	—	$845K	2.1%
JP Morgan Equity Income Mutual fund	Other securities	—	—	$693K	1.8%
American Funds New World Mutual fund	Mutual Funds	—	—	$662K	1.7%
PIMCO Income Fund Inst Cl Mutual fund	Mutual Funds	—	—	$629K	1.6%
Undiscovered Mgrs Behavioral Value Mutual fund	Other securities	—	—	$532K	1.4%
Fidelity Intl Index Fd Mutual fund	Mutual Funds	—	—	$511K	1.3%
Investco Oppen Gold & Spec Mineral Mutual fund	Other securities	—	—	$416K	1.1%
Lord Abbett Short Duration Income Fd Mutual fund	Mutual Funds	—	—	$386K	1.0%
Cohen & Steers Real Estate Secs Mutual fund	Other securities	—	—	$365K	0.9%
Vanguard Total Bd Mkt Index Mutual fund	Mutual Funds	—	—	$364K	0.9%
American FD 2055 Target Date RET R6 Mutual fund	Other securities	—	—	$355K	0.9%
American Fds Target Date Ret 2010 Mutual fund	Other securities	—	—	$338K	0.9%
Blackrock Inflation Protected Bond Mutual fund	Other securities	—	—	$326K	0.8%
JP Morgan Mid Cap Value Fund Mutual fund	Other securities	—	—	$299K	0.8%
Loomis Sayles Core Plus Bond Fund Mutual fund	Other securities	—	—	$233K	0.6%
Fuller & Thaler Behavioral Sm Cap Fd Mutual fund	Other securities	—	—	$228K	0.6%
Vanguard Intl Growth Admiral Mutual fund	Mutual Funds	—	—	$194K	0.5%
Goldman Sachs International Eq Mutual fund	Other securities	—	—	$188K	0.5%
American FD 2060 Target Date RTRMT R6 Mutual fund	Other securities	—	—	$176K	0.4%
Vanguard Small Cap Mutual fund	Mutual Funds	—	—	$172K	0.4%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$151K	0.4%
Janus Henderson Enterprise Fd Mutual fund	Mutual Funds	—	—	$51K	0.1%
PGIM Jennison Global Opp Ty Fd Mutual fund	Other securities	—	—	$25K	<0.1%
Fidelity Long Term Treasury Bond Mutual fund	U.S. Treasuries	—	—	$16K	<0.1%
American FD 2065 Target Date RTRMT R6 Mutual fund	Other securities	—	—	$16K	<0.1%