Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STORY3 CAPITAL PARTNERS, LLC
EIN 82-1130543venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
10
15020 ALTATA DRIVE - PACIFIC PALISADES, CA 90272310-425-3000story3capital.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 10 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
STORY3 CAPITAL PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$4.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STORY3 CAPITAL PARTNERS, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$2.5M
Participants6
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 | STORY3 CAPITAL PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $4.6M | 4 | 2025 | |
| 001 | STORY3 CAPITAL PARTNERS, LLC PROFIT SHARING PLAN | ProfitSharing | $2.5M | 6 | 2025 |
Retirement plans