Plan Snapshot
- Plan Sponsor: R3 LLC
- Sponsor EIN: 811784224
- Sponsor Address: 50 HARRISON ST, HOBOKEN, NJ, 07030
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 10
- Total Assets: $52,846
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. |
|---|---|---|---|---|
| 2025 | 10 | $52,846 | $0 | $0 |
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 BENECON GROUP LLC | Investment Advisor | $13,732 | — | $13,732 |
| HEALTHNOW | Other Service Provider | $6,083 | — | $6,083 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,815
- Estimated Expense Ratio: 37.496% 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 |
|---|---|---|---|---|---|
| 2025 | $243,951 | — | — | — | — |