Kevin Crane signed Phoenix Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Technologies, Inc.'s EIN is 85-4052519.
Download the official 2024 Form 5500 (PDF) for Phoenix Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Technologies, Inc.'s 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISORY | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $8.8M | 29.0% | |
| Dodge & Cox Stock I | Mutual Funds | — | — | $3.5M | 11.6% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $3.5M | 11.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $2.4M | 7.8% | |
| PRUDENTIAL CORE PLUS BD PRUDENTIAL · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.6M | 5.4% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $1.4M | 4.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.3M | 4.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.1M | 3.7% | |
| INVESCO STABLE VALUE TRUST CLASS B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.1M | 3.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $799K | 2.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $658K | 2.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $644K | 2.1% | |
| MFS GLOBAL EQUITY CLASS 3A MFS · EIN 57-1187281 / PN 008 | Common Collective Trust | — | — | $495K | 1.6% | |
| Harding Loevner International Equity Portfolio Institutional | Other securities | — | — | $428K | 1.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $297K | 1.0% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $275K | 0.9% | |
| RBC Emerging Markets | Other securities | — | — | $184K | 0.6% | |
| State Street State Street Cash Series Treasury Fund G | Cash / Money Market | — | — | $178K | 0.6% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $148K | 0.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $112K | 0.4% | |
| Vanguard Inflation Protected Securities Adm | Mutual Funds | — | — | $87K | 0.3% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $83K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $72K | 0.2% | |
| Participants Participant Loans Rates from 6.50% to 9.50% - | Bonds / Notes | — | — | $51K | 0.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $31K | 0.1% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
