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Original filing (PDF)20251013090009NAL0000419731001
PHOENIX INFRASTRUCTURE LLC
Form 5500
FILING_RECEIVED
THE PHOENIX 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
495
Accounts w/ balance
768
Plan assets (EOY)
$84.4M
Net assets (EOY)
$84.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX INFRASTRUCTURE LLC.
Plan sponsor
Name
PHOENIX INFRASTRUCTURE LLC
EIN
93-4539791
Address
3100 OLYMPUS BLVD STE 510 · COPPELL, TX · 750195473
Phone
(214) 906-8606
Industry
Information / Tech / Mediasee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HARDING SHYMANSKI & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $105K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
21 direct securities · 4 pooled funds· $84.2M(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
$59.2M
21 holdings
Common Collective Trust
$25.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $8.4M | 9.9% | |
| Vanguard Target Retirement Income Fund | — | — | — | $6.6M | 7.8% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $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 | — | — | — | $4.6M | 5.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.5M | 5.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.4M | 5.2% | |
| Dodge & Cox Income I Fund | — | — | — | $3.3M | 4.0% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $3.2M | 3.8% | |
| MFS International Diversification Fund Class R4 | — | — | — | $3.1M | 3.7% | |
| Self-directed brokerage accounts | — | — | — | $2.8M | 3.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.6M | 3.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $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 | — | — | — | $2.1M | 2.5% | |
| Vanguard Inflation-Protected Securities Admiral Fund | — | — | — | $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 | — | — | — | $1.6M | 1.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $909K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $822K | 1.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $724K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $61K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $41K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $21K | <0.1% |
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