Assets by plan
Share of aggregate retirement assets
Filings through .
Usr-3 Inc.
EIN 27-1771064Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$250K assets
Health & Benefits
0
Participants
8
1075 TIMBERLINE PL - ALPHARETTA, GA 30005404-863-1313
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $250K assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
USR-3 INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$203K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
USR-3 INC. 401(K) PLAN
401(k)
Assets$32K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
USR-3 INC. PROFIT SHARING PLAN
Profit-sharing
Assets$16K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | USR-3 INC. CASH BALANCE PENSION PLAN | Cash balance | $203K | 2 | 2025 |
| #001 | USR-3 INC. 401(K) PLAN | 401(k) | $32K | 3 | 2024 |
| #002 | USR-3 INC. PROFIT SHARING PLAN | Profit-sharing | $16K | 3 | 2025 |
- #003 · Cash balance · 20252
- #001 · 401(k) · 20243
- #002 · Profit-sharing · 20253
Retirement plans