# R3 Strategic Support Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/r3-strategic-support-group-inc-401k-plan

> R3 Strategic Support Group, INC.'s 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|—|—|—|—|

## Similar Plans

- [New World Medical](https://planprovider.pro/companies/new-world-medical-401k-plan) — 198 participants

- [Lido Consulting, LLC](https://planprovider.pro/companies/lido-consulting-inc-plan) — 201 participants

- [Zeco Systems, INC.](https://planprovider.pro/companies/zeco-systems-inc-401k-plan) — 201 participants

- [Sequoia Consulting Group](https://planprovider.pro/companies/sequoia-consulting-group-plan) — 204 participants

- [Callan LLC](https://planprovider.pro/companies/callan-llc-401k-plan) — 205 participants

- [Mesh Logistics, INC.](https://planprovider.pro/companies/mesh-logistics-inc-plan) — 191 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/r3-strategic-support-group-inc-401k-plan)

© 2026 PlanProvider.Pro