# R3 LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/r3-llc-811773743-501

> R3 LLC's Health & Welfare plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R3 LLC

- **Sponsor EIN:** 811773743

- **Sponsor Address:** 50 HARRISON ST, HOBOKEN, NJ, 07030

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 11

- **Total Assets:** $17,380

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|11|$17,380|$540,967|$45,823|

| 2023|37|$22,965|$901,080|$87,791|

| 2022|55|$34,327|$596,623|$113,820|

## 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|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$11,760|—|$11,760|

| HEALTHNOW|Other Service Provider|$10,673|—|$10,673|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,433

- **Estimated Expense Ratio:** 129.074% 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|$355,270|—|—|—|—|

| 2023|$1,321,316|—|—|—|—|

| 2022|$690,651|—|—|—|—|

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