R3 Strategic Support Group, Inc. 401(K) Plan — Form 5500 plan (R3 Strategic Support Group, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, R3 Strategic Support Group, Inc. 401(K) Plan is a benefit plan reported by R3 Strategic Support Group, Inc. under EIN 26-1232918 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $11,759,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R3 Strategic Support Group, Inc.
EIN
26-1232918
Plan number
001
Plan type
2
Location
Coronado, CA
Latest filing year
2023
Participants
255
End-of-year plan assets
$11,759,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20241014184654NAL0013756035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,759,328
Total liabilities (EOY)
$0
Net assets (EOY)
$11,759,328
Net assets (BOY)
$10,228,999

Income & contributions

Employer contributions
$742,885
Participant contributions
$851,921
Total contributions
$1,609,218
Total income / additions
$3,043,925

Expenses & distributions

Benefits paid
$1,437,193
Administrative expenses
$70,442
Total expenses
$1,513,596
Net increase / (decrease)
$1,530,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Economic Group Pension ServicesTHIRD PARTY ADMIN$0$16,8002023
Onedigital Investment AdvisorsSERVICE PROVIDER$0$15,8752023

Related Form 5500 pages