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Sponsor portfolio

PHASE 3 SEARCH LLC

EIN 82-5408964-biotechnology-Latest filing 2025
Plans
2
Retirement
2
$436K assets
Welfare
0
Participants
11
600 B STREET SUITE 300 - SAN DIEGO, CA 92101603-213-0084LinkedIn1-10 employeesbiotechnology
Plans on this EIN
2 filings
#002CashBalance-$352K - 5 part#003OtherDC-$83K - 6 part

Retirement portfolio analytics

2 plans aggregated / $436K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DEFINED BENEFIT PENSION (#002)81%
  • SEARCH LLC 401(K) (#003)19%
Total $436KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SEARCH LLC 401(K) (#003)6
  • DEFINED BENEFIT PENSION (#002)5
Total 11Click row to drill in

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 SEARCH LLC DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$352K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PHASE 3 SEARCH LLC 401(K) PLAN

OtherDC

Assets$83K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PHASE 3 SEARCH LLC DEFINED BENEFIT PENSION PLANCashBalance$352K52024
003PHASE 3 SEARCH LLC 401(K) PLANOtherDC$83K62025
Retirement plans
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