Plan Snapshot
- Plan Sponsor: 3e, LLC
- Sponsor EIN: 660962585
- Sponsor Address: 650 E. ALGONQUIN RD., SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 715
- Total Assets: $13.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 715 | $13.7M | $0 | $2.0M |
| 2023 | 745 | $11.4M | $0 | $2.3M |
| 2022 | 43 | $86,684 | $0 | $67,478 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $34,410 | — | $34,410 |
| RAYMOND JAMES AND ASSOCIATES | Other Service Provider | $28,302 | — | $28,302 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,712
- Estimated Expense Ratio: 0.458% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,712 | $28,302 | $34,410 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |