How big is Phillips Infrastructure Holdings, Inc.'s plan?

Phillips Infrastructure Holdings, Inc.'s plan reported $77.0M in assets and 1,595 participants for 2024.

Original filing (PDF)20251015175000NAL0007099568001

Phillips Infrastructure Holdings, Inc.

Name: Phillips Infrastructure Holdings, Inc. — Form 5500 Plan 002 (2024)
Creator: Phillips Infrastructure Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Phillips Infrastructure Holdings, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Phillips Infrastructure Holdings, Inc.'s Phillips Infrastructure Holdings, Inc. 401(k) Retirement Savings Plan held $77.0M in plan assets for 1,595 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,595

Accounts w/ balance

1,885

Plan assets (EOY)

$77.0M

Net assets (EOY)

$77.0M

People on this filing

Jason Garner signed Phillips Infrastructure Holdings, Inc.'s 2024 Form 5500 as plan administrator.

Jason Garner — 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

Phillips Infrastructure Holdings, Inc.'s EIN is 82-3206761.

EIN 82-3206761

Plan number 002

Plan year 2024

ACK ID 20251015175000NAL0007099568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Infrastructure Holdings, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

PHILLIPS INFRASTRUCTURE HOLDINGS, INC.

EIN

all filings

Address

10142 PARKSIDE DRIVE SUITE 500 · KNOXVILLE, TN · 37922

Phone

(865) 688-8342

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$178K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
XXX	62-1291257	—	OTHER SERVICES	$51K	—

Investments

24 direct securities · 1 pooled fund· $78.6M(100% of reported assets)

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.

Other securities

$52.4M

16 holdings

Common Collective Trusts

$11.6M

2 holdings

Mutual Funds

$9.6M

5 holdings

Common Collective Trust

$3.6M

1 holding

Common Stocks

$1.4M

1 holding

					% of plan
Registered Investment Companies * Fidelity 500 Index Mutual fund, due on demand, variable rate of return @	Common Collective Trusts	—	—	$7.8M	10.1%
BlackRock Life Path Index 2030 - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$7.4M	9.7%
Fidelity Large Cap Growth Index Mutual fund, due on demand, variable rate of return @	Mutual Funds	—	—	$6.6M	8.6%
BlackRock Life Path Index 2045 - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$6.4M	8.4%
BlackRock Life Path Index Retirement - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$6.1M	7.9%
BlackRock Life Path Index 2055 - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$4.9M	6.3%
BlackRock Life Path Index 2040 - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$4.4M	5.7%
BlackRock Life Path Index 2060 - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$4.2M	5.5%
BlackRock Life Path Index 2050 - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$4.1M	5.3%
Collective investment fund, due on demand, * FA Stable Value Portfolio - Class III variable rate of return @	Common Collective Trusts	—	—	$3.8M	5.0%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$3.6M	4.7%
BlackRock Life Path Index 2035 - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$3.2M	4.2%
JPMorgan Core Bond Fund - R6 Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$2.3M	2.9%
Fidelity Large Cap Value Index Mutual fund, due on demand, variable rate of return @	Mutual Funds	—	—	$2.3M	2.9%
Goldman Sachs Intl Opportunities - R6 Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$2.1M	2.8%
BlackRock Life Path Index 2065 - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$1.9M	2.4%
BlackRock Strategic Income Opportunities Fund - K Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$1.6M	2.1%
Victory Small Company Opportunity I Mutual fund, due on demand, variable rate of return @	Common Stocks	—	—	$1.4M	1.8%
JPMorgan Emerging Markets Equity Fund - R6 Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$1.3M	1.7%
TCW Metropolitan West Intermediate Bond Fund - I Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$1.0M	1.3%
JP Morgan Small Cap Growth - R6 Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$877K	1.1%
Hartford Schroders Intl Multi Cap Value Fund Mutual fund, due on demand, variable rate of return @	Other securities	—	—	$639K	0.8%
Fidelity Real Estate Index Mutual fund, due on demand, variable rate of return @	Mutual Funds	—	—	$441K	0.6%
Fidelity Inflation Protected Bond Index Mutual fund, due on demand, variable rate of return @	Mutual Funds	—	—	$216K	0.3%
Fidelity Govt Money Market Mutual fund, due on demand, variable rate of return @	Mutual Funds	—	—	$28K	<0.1%