Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHASE TWO HOLDINGS
EIN 83-1713327ConstructionLatest filing 2025
Plans
2
Retirement
2
$769K assets
Welfare
0
Participants
28
30 SUNRISE POINT RD - LAKE WYLIE, SC 29710585-319-9901
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $769K assets / 28 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 TWO HOLDINGS CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$631K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PHASE TWO HOLDINGS PROFIT SHARING PLAN
ProfitSharing
Assets$139K
Participants15
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 TWO HOLDINGS CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $631K | 13 | 2025 | |
| 001 | PHASE TWO HOLDINGS PROFIT SHARING PLAN | ProfitSharing | $139K | 15 | 2025 |
Retirement plans