# R3 LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/r3-llc-811784224-501

> R3 LLC's Health & Welfare plan: 10 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

## Similar Plans

- [Wipro Limited](https://planprovider.pro/companies/wipro-limited-401k-plan) — 11,079 participants

- [Eteam INC.](https://planprovider.pro/companies/eteam-inc-401k-plan) — 2,218 participants

- [Hexaware Technologies, Incorporated](https://planprovider.pro/companies/hexaware-technologies-incorporated-401k-plan) — 1,880 participants

- [Rang Technologies INC](https://planprovider.pro/companies/rang-technologies-inc-401k-plan) — 1,062 participants

- [Sapiens Americas Corporation](https://planprovider.pro/companies/sapiens-americas-corporation-401k-plan) — 824 participants

- [Birlasoft Solutions, INC.](https://planprovider.pro/companies/birlasoft-solutions-inc-401k-plan) — 774 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/r3-llc-811784224-501)

© 2026 PlanProvider.Pro