Kirk Ulrich signed Phoenix Infrastructure LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Infrastructure LLC's EIN is 93-4539791.
Download the official 2024 Form 5500 (PDF) for Phoenix Infrastructure LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Infrastructure LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $15.7M | 18.6% | |
| T. Rowe Price Blue Chip Growth Fund I Class | Other securities | — | — | $8.4M | 9.9% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $6.6M | 7.8% | |
| Vanguard Total International Stock Index Admiral Fund | Mutual Funds | — | — | $5.0M | 5.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.9M | 5.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.6M | 5.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.5M | 5.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $4.4M | 5.2% | |
| Dodge & Cox Income I Fund | Mutual Funds | — | — | $3.3M | 4.0% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $3.2M | 3.8% | |
| MFS International Diversification Fund Class R4 | Mutual Funds | — | — | $3.1M | 3.7% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.8M | 3.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.6M | 3.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.5M | 3.0% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.8% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $2.1M | 2.5% | |
| Vanguard Inflation-Protected Securities Admiral Fund | Mutual Funds | — | — | $2.0M | 2.4% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| Notes receivable from participants | Other securities | — | — | $1.6M | 1.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $909K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $822K | 1.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $724K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $61K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $41K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $21K | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
