Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
B3 STRATEGIES, L.L.C.
EIN 46-1149356government relationsLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
5
1642 E. CULVER ST. - PHOENIX, AZ 85006602-859-4321b3strategies.comLinkedIn1-10 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 5 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#002
B3 STRATEGIES, L.L.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$888K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
B3 STRATEGIES, L.L.C. 401(K) PLAN
401k
Assets$859K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | B3 STRATEGIES, L.L.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $888K | 2 | 2024 | |
| 001 | B3 STRATEGIES, L.L.C. 401(K) PLAN | 401k | $859K | 3 | 2024 |
Retirement plans