How big is Phase 3 Capital Management LLC's plan?

Phase 3 Capital Management LLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20251005122341NAL0002813489001

Phase 3 Capital Management LLC

Name: Phase 3 Capital Management LLC — Phase 3 Capital, Form 5500 (2024)
Creator: Phase 3 Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase 3 Capital Management LLC Cash Balance Plan

Defined-benefit pension plan · Phase 3 Capital Management LLC's Phase 3 Capital Management LLC Cash Balance Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Eric White signed Phase 3 Capital Management LLC's 2024 Form 5500 as plan administrator.

Eric White — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phase 3 Capital Management LLC's EIN is 82-4670672.

EIN 82-4670672

Plan number 002

Plan year 2024

ACK ID 20251005122341NAL0002813489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phase 3 Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phase 3 Capital Management LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE 3 CAPITAL MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score