Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHASE 1 GROUP, INC.
EIN 22-3540738ConstructionLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PHASE 1 GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PHASE 1 GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$896K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PHASE 1 GROUP, INC. CASH BALANCE PLAN | CashBalance | $1.5M | 6 | 2024 | |
| 001 | PHASE 1 GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $896K | 8 | 2024 |
Retirement plans