Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHASE 3 CAPITAL MANAGEMENT LLC
EIN 82-4670672Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
16
650 DUNDEE ROAD, SUITE 470 - NORTHBROOK, IL 60062312-858-3806
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 16 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
PHASE 3 CAPITAL MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PHASE 3 CAPITAL MANAGEMENT LLC 401(K) PLAN
401k
Assets$877K
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 | |
|---|---|---|---|---|---|---|
| 002 | PHASE 3 CAPITAL MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $1.5M | 8 | 2024 | |
| 001 | PHASE 3 CAPITAL MANAGEMENT LLC 401(K) PLAN | 401k | $877K | 8 | 2024 |
Retirement plans