Plan Snapshot
- Plan Sponsor: Rex Three, INC.
- Sponsor EIN: 590859951
- Sponsor Address: 15431 SW 14TH ST, DAVIE, FL, 333261937
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 205 | $9.2M | $60,302 | $511,457 |
| 2022 | 181 | $8.4M | $54,060 | $506,606 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $86,026 | — | $86,026 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | — | $42,994 | $42,994 |
| VERDEJA, DE ARMAS, TRUJI | ACCOUNTANT | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
- VERDEJA, DE ARMAS, TRUJI — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,020
- Estimated Expense Ratio: 1.581% 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 |
|---|---|---|---|---|---|
| 2023 | $51,013 | — | $43,014 | $7,999 | — |
| 2022 | $11,390 | — | $3,932 | — | $7,458 |