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Original filing (PDF)20251013140554NAL0001465025001
PHINIA INC.
Form 5500
FILING_RECEIVED
PHINIA INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
448
Accounts w/ balance
648
Plan assets (EOY)
$158.4M
Net assets (EOY)
$158.4M
How this plan invests
This plan
15 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHINIA INC..
Plan sponsor
Name
PHINIA INC.
EIN
92-2483604
Address
3000 UNIVERSITY DRIVE · AUBURN HILLS, MI · 48326
Phone
(248) 561-8899
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Investments
22 direct securities · 15 pooled funds· $254.0M(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.
Uncategorized
$146.5M
22 holdings
Common Collective Trust
$107.4M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2030 H | — | — | — | $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 | — | — | — | $25.1M | 15.9% | |
| Fidelity Freedom Blend 2035 H | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $9.1M | 5.7% | |
| Fidelity Freedom Blend 2020 H | — | — | — | $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 | — | — | — | $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 | — | — | — | $5.9M | 3.7% | |
| Fidelity Global EX US Index | — | — | — | $5.1M | 3.2% | |
| Fidelity Freedom Blend 2055 H | — | — | — | $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 | — | — | — | $4.3M | 2.7% | |
| Fidelity Freedom Blend 2060 H | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 - | — | — | — | $789K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Blend Income Fund H | — | — | — | $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 | — | — | — | $407K | 0.3% | |
| Fidelity Small Cap Growth K6 | — | — | — | $242K | 0.2% | |
| Putnam Large Cap Value Trust I | — | — | — | $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 | — | — | — | $21K | <0.1% | |
| PIM RAE US SM I | — | — | — | $11K | <0.1% | |
| FID FRDM BLND 2070 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 218 | Common Collective Trust | — | — | $56 | <0.1% |
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