Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
USR-3 INC.
EIN 27-1771064Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$149K assets
Welfare
0
Participants
8
1075 TIMBERLINE PL - ALPHARETTA, GA 30005404-863-1313
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $149K assets / 8 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
USR-3 INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$101K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
USR-3 INC. 401(K) PLAN
401k
Assets$32K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
USR-3 INC. PROFIT SHARING PLAN
ProfitSharing
Assets$16K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | USR-3 INC. CASH BALANCE PENSION PLAN | CashBalance | $101K | 2 | 2024 | |
| 001 | USR-3 INC. 401(K) PLAN | 401k | $32K | 3 | 2024 | |
| 002 | USR-3 INC. PROFIT SHARING PLAN | ProfitSharing | $16K | 3 | 2025 |
Retirement plans