Plan Snapshot
- Plan Sponsor: R3 Strategic Support Group, INC.
- Sponsor EIN: 261232918
- Sponsor Address: 909 W LAUREL, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $14.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 198 | $14.0M | $879,634 | $875,207 |
| 2023 | 220 | $11.8M | $742,885 | $851,921 |
| 2022 | 176 | $10.2M | $587,601 | $965,702 |
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 INVESTMENT ADVISORS | SERVICE PROVIDER | — | $32,616 | $32,616 |
| ECONOMIC GROUP PENSION SERVICES | THIRD PARTY ADMIN | — | $6,165 | $6,165 |
| ROORDA, PIQUET & BESSEE, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,781
- Estimated Expense Ratio: 0.278% 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 | $69,742 | — | $69,742 | — | — |
| 2023 | $70,442 | $653 | $68,164 | — | — |
| 2022 | $94,522 | — | — | — | — |