# Rex Three, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rex-three-inc-401k-plan

> Rex Three, INC.'s 401(k) plan: 205 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [VERDEJA, DE ARMAS, TRUJI](https://planprovider.pro/provider/verdeja-and-alvarez-llp) — 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|

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