Tom Leonard signed Phoenix Contact Development and Manufacturing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Contact Development and Manufacturing, Inc.'s EIN is 75-2979405.
Download the official 2024 Form 5500 (PDF) for Phoenix Contact Development and Manufacturing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Contact Development and Manufacturing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $134K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Investments | Other securities | — | — | $22.4M | 13.2% | |
| Fidelity Investments | Mutual Funds | — | — | $16.8M | 10.0% | |
| Blackrock Investments | Other securities | — | — | $12.4M | 7.3% | |
| Columbia Investments | Other securities | — | — | $9.4M | 5.6% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $9.1M | 5.4% | |
| New York Life Investments | Other securities | — | — | $8.5M | 5.1% | |
| Federated Investment Management Company | Common Stocks | — | — | $8.1M | 4.8% | |
| New York Life Investments | Other securities | — | — | $7.3M | 4.3% | |
| Various | Other securities | — | — | $5.9M | 3.5% | |
| MFS Investments | Mutual Funds | — | — | $5.1M | 3.0% | |
| Columbia Investments | Other securities | — | — | $5.0M | 3.0% | |
| Blackrock Investments | Other securities | — | — | $4.6M | 2.7% | |
| Capital Group | Common Stocks | — | — | $3.7M | 2.2% | |
| MFS Investments | Mutual Funds | — | — | $3.7M | 2.2% | |
| MFS Investments | Mutual Funds | — | — | $3.6M | 2.2% | |
| Blackrock Investments | Other securities | — | — | $3.4M | 2.0% | |
| Capital Group | Common Stocks | — | — | $3.1M | 1.8% | |
| Capital Group | Common Stocks | — | — | $3.0M | 1.8% | |
| American Century Investments | Other securities | — | — | $2.9M | 1.7% | |
| MFS Investments | Mutual Funds | — | — | $2.8M | 1.6% | |
| Capital Group | Common Stocks | — | — | $2.7M | 1.6% | |
| Clearbridge Investments | Other securities | — | — | $2.3M | 1.4% | |
| Capital Group | Common Stocks | — | — | $2.3M | 1.4% | |
| PIMCO Investments | Mutual Funds | — | — | $2.1M | 1.2% | |
| Invesco | Mutual Funds | — | — | $1.8M | 1.1% | |
| Clearbridge Investments | Other securities | — | — | $1.7M | 1.0% | |
| PGIM Investments | Other securities | — | — | $1.6M | 1.0% | |
| Blackrock Investments | Other securities | — | — | $1.6M | 0.9% | |
| PIMCO Investments | Mutual Funds | — | — | $1.6M | 0.9% | |
| Capital Group | Common Stocks | — | — | $1.5M | 0.9% | |
| Capital Group | Common Stocks | — | — | $1.5M | 0.9% | |
| Columbia Investments | Other securities | — | — | $1.4M | 0.8% | |
| PGIM Investments | Other securities | — | — | $1.4M | 0.8% | |
| MFS Investments | Mutual Funds | — | — | $1.4M | 0.8% | |
| American Century Investments | Other securities | — | — | $1.3M | 0.8% | |
| Columbia Investments | Other securities | — | — | $1.3M | 0.8% | |
| Cohen & Steers | Other securities | — | — | $1.2M | 0.7% | |
| Capital Group | Common Stocks | — | — | $1.2M | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $1.1M | 0.7% | |
| Blackrock Investments | Other securities | — | — | $1.1M | 0.6% | |
| Federated Investment Management Company | Common Stocks | — | — | $973K | 0.6% | |
| Capital Group | Common Stocks | — | — | $899K | 0.5% | |
| Capital Group | Common Stocks | — | — | $755K | 0.4% | |
| Wells Fargo | Other securities | — | — | $629K | 0.4% | |
| Blackrock Investments | Other securities | — | — | $538K | 0.3% | |
| American Beacon International | Other securities | — | — | $446K | 0.3% | |
| Delaware Corporate Bond Fund | Other securities | — | — | $191K | 0.1% | |
| PIMCO Investments | Mutual Funds | — | — | $129K | <0.1% | |
| Cohen & Steers | Other securities | — | — | $103K | <0.1% | |
| Capital Group | Common Stocks | — | — | $98K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
