Steven Thomas signed Phoenix Global's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Global's EIN is 93-1907691.
Download the official 2024 Form 5500 (PDF) for Phoenix Global from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Global's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-4110995 | NEW YORK, NY | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | 04-2675571 | WALTHAM, MA | INVESTMENT ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Smart Retirement 2025 R6 | Other securities | — | — | $2.5M | 17.9% | |
| JP Morgan JP Morgan Smart Retirement 2040 R6 | Other securities | — | — | $1.9M | 13.7% | |
| JP Morgan JP Morgan Smart Retirement 2030 R6 | Other securities | — | — | $1.9M | 13.5% | |
| JP Morgan JP Morgan Smart Retirement 2045 R6 | Other securities | — | — | $1.4M | 10.2% | |
| JP Morgan JP Morgan Smart Retirement 2020 R6 | Other securities | — | — | $1.3M | 9.4% | |
| JP Morgan JP Morgan Smart Retirement 2035 R6 | Other securities | — | — | $1.1M | 8.0% | |
| JP Morgan JP Morgan Smart Retirement 2050 R6 | Other securities | — | — | $841K | 5.9% | |
| JP Morgan JP Morgan Smart Retirement 2055 R6 | Other securities | — | — | $503K | 3.6% | |
| Participant loans Interest rates ranging from 8.75% to 9.50% | Bonds / Notes | — | — | $448K | 3.2% | |
| JP Morgan JP Morgan Smart Retirement 2020 R6 | Other securities | — | — | $411K | 2.9% | |
| JP Morgan JP Morgan Smart Retirement 2060 R6 | Other securities | — | — | $315K | 2.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $311K | 2.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $267K | 1.9% | |
| American Funds American Funds New World R6 136 DFA Intermediate Government Fixed Income I 137 Fidelity 500 Index | Common Collective Trusts | — | — | $169K | 1.2% | |
| Fidelity Total Bond | Mutual Funds | — | — | $160K | 1.1% | |
| JP Morgan JP Morgan Smart Retirement Income R6 | Other securities | — | — | $139K | 1.0% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | Other securities | — | — | $64K | 0.5% | |
| Mass Mutual Mass Mutual Small Cp Growth Equity I | Other securities | — | — | $49K | 0.3% | |
| MFS International Growth R6 | Mutual Funds | — | — | $47K | 0.3% | |
| Fidelity Inflation Protected Bond Index 6 Fidelity International Index | Mutual Funds | — | — | $42K | 0.3% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $32K | 0.2% | |
| MFS Value R6 268 MFS Mid Cap Value R6 | Mutual Funds | — | — | $29K | 0.2% | |
| American Funds American Funds Capital Inc Bldr R6 | Mutual Funds | — | — | $27K | 0.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $7K | <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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | 59-2298398 | CHARLOTTE, NC | CONTRACT ADMIN | $54K | — |
