3 Reasons Consulting, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: 3 Reasons Consulting, LLC
  • Sponsor EIN: 465760561
  • Sponsor Address: 5487 WINSMITH DRIVE, MECHANICSVILLE, VA, 23116
  • Plan Type: 401(k)
  • Total Participants: 60
  • Total Assets: $3.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202460$3.8M$272,197$489,665
202351$2.9M$210,340$418,053
202235$1.7M$187,521$330,541

Similar Plans