Phoenix Art Museum's EIN is 86-0072608.
Download the official 2024 Form 5500 (PDF) for Phoenix Art Museum from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Art Museum's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $3K | — |
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 23 Charles Schwab Trust Bank Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $556K | 14.2% | |
| 22 Charles Schwab Trust Bank Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $531K | 13.6% | |
| 21 Charles Schwab Trust Bank Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $474K | 12.1% | |
| 24 Charles Schwab Trust Bank Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $458K | 11.7% | |
| 25 Charles Schwab Trust Bank Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $408K | 10.4% | |
| 19 Charles Schwab Trust Bank Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $278K | 7.1% | |
| 27 Charles Schwab Trust Bank Vanguard 500 Index Fund | Common Collective Trusts | — | — | $264K | 6.8% | |
| 26 Charles Schwab Trust Bank Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $177K | 4.5% | |
| 17 Charles Schwab Trust Bank Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $139K | 3.6% | |
| 20 Charles Schwab Trust Bank Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $113K | 2.9% | |
| 18 Charles Schwab Trust Bank Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $83K | 2.1% | |
| 10 Charles Schwab Trust Bank Dodge & Cox Income Fund | Mutual Funds | — | — | $63K | 1.6% | |
| Notes Receivable from Participants Maturing at various times through 2028 -0- | Other securities | — | — | $40K | 1.0% | |
| 5 Charles Schwab Trust Bank Artisan Mid Cap Fund | Mutual Funds | — | — | $38K | 1.0% | |
| 4 Charles Schwab Trust Bank American Funds AMCAP Fund | Mutual Funds | — | — | $31K | 0.8% | |
| 13 Charles Schwab Trust Bank Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $30K | 0.8% | |
| 14 Charles Schwab Trust Bank Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $29K | 0.7% | |
| 2 Charles Schwab Trust Bank American Beacon International Equity Fund | Mutual Funds | — | — | $24K | 0.6% | |
| 6 Charles Schwab Trust Bank DFA Emerging Markets Portfolio | Mutual Funds | — | — | $19K | 0.5% | |
| 1 Charles Schwab Trust Bank Cash | Mutual Funds | — | — | $19K | 0.5% | |
| 8 Charles Schwab Trust Bank DFA U.S. Small Cap Portfolio | Mutual Funds | — | — | $16K | 0.4% | |
| 7 Charles Schwab Trust Bank DFA International Small Cap Value Portfolio | Mutual Funds | — | — | $16K | 0.4% | |
| 16 Charles Schwab Trust Bank Vanguard Short-Term Inflation-Protected Securities Fund | Mutual Funds | — | — | $12K | 0.3% | |
| 3 Charles Schwab Trust Bank American Beacon Large Cap Value Fund | Mutual Funds | — | — | $9K | 0.2% | |
| 11 Charles Schwab Trust Bank Loomis Sayles Bond Fund | Mutual Funds | — | — | $8K | 0.2% | |
| 15 Charles Schwab Trust Bank Vanguard Selected Value Fund | Mutual Funds | — | — | $8K | 0.2% | |
| 9 Charles Schwab Trust Bank DFA U.S. Targeted Value Portfolio | Mutual Funds | — | — | $7K | 0.2% | |
| 12 Charles Schwab Trust Bank PIMCO All Asset Fund | Mutual Funds | — | — | $6K | 0.1% | |
| COLUMBIA TRUST STABLE GOVT FD I-O CHARLES SCHWAB TRUST COMPANY · EIN 42-1558009 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
