Alisa DI Beasi signed Phinia Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phinia Inc.'s EIN is 92-2483604.
Download the official 2024 Form 5500 (PDF) for Phinia Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phinia Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), automatic enrollment, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2030 H | Mutual Funds | — | — | $31.5M | 19.9% | |
| FID FRDM BLND 2030 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $31.5M | 19.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $25.1M | 15.9% | |
| Fidelity Freedom Blend 2035 H | Mutual Funds | — | — | $15.7M | 9.9% | |
| FID FRDM BLND 2035 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $15.7M | 9.9% | |
| Fidelity Freedom Blend 2025 H | Mutual Funds | — | — | $12.9M | 8.2% | |
| FID FRDM BLND 2025 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $12.9M | 8.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $11.0M | 7.0% | |
| Fidelity Freedom Blend 2040 H | Mutual Funds | — | — | $9.7M | 6.1% | |
| FID FRDM BLND 2040 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $9.7M | 6.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $9.1M | 5.7% | |
| Fidelity Freedom Blend 2020 H | Mutual Funds | — | — | $6.5M | 4.1% | |
| FID FRDM BLND 2020 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $6.5M | 4.1% | |
| Fidelity Freedom Blend 2045 H | Mutual Funds | — | — | $5.9M | 3.7% | |
| FID FRDM BLND 2045 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $5.9M | 3.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $5.9M | 3.7% | |
| Fidelity Global EX US Index | Mutual Funds | — | — | $5.1M | 3.2% | |
| Fidelity Freedom Blend 2055 H | Mutual Funds | — | — | $4.8M | 3.0% | |
| FID FRDM BLND 2055 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $4.8M | 3.0% | |
| Fidelity Management Trust Company Nuveen Winslow Large Cap Growth ESG R6 | Mutual Funds | — | — | $4.3M | 2.7% | |
| Fidelity Freedom Blend 2060 H | Mutual Funds | — | — | $3.5M | 2.2% | |
| FID FRDM BLND 2060 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $3.5M | 2.2% | |
| Fidelity Freedom Blend 2050 H | Mutual Funds | — | — | $3.3M | 2.1% | |
| FID FRDM BLND 2050 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $3.3M | 2.1% | |
| Fidelity Freedom Blend 2065 H | Mutual Funds | — | — | $1.0M | 0.6% | |
| FID FRDM BLND 2065 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.0M | 0.6% | |
| WT CIF II CR PL BD 4 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 165 | Common Collective Trust | — | — | $829K | 0.5% | |
| Participants Participant notes receivable bearing interest at rates from 3.25 to 9.50 percent - | Other securities | — | — | $789K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Blend Income Fund H | Mutual Funds | — | — | $509K | 0.3% | |
| FID FRDM BLEND INC H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $509K | 0.3% | |
| American Funds International Growth and I R6 | Mutual Funds | — | — | $407K | 0.3% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $242K | 0.2% | |
| Putnam Large Cap Value Trust I | Mutual Funds | — | — | $158K | <0.1% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $158K | <0.1% | |
| Vanguard VMMR-Federal Money Market Fund | Mutual Funds | — | — | $21K | <0.1% | |
| PIM RAE US SM I | Other securities | — | — | $11K | <0.1% | |
| FID FRDM BLND 2070 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 218 | Common Collective Trust | — | — | $56 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
