R3 Continuum, LLC Retirement Plan — Form 5500 plan (R3 Continuum, LLC)

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 Continuum, LLC Retirement Plan is a benefit plan reported by R3 Continuum, LLC under EIN 46-4003573 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $5,680,667 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R3 Continuum, LLC
EIN
46-4003573
Plan number
001
Plan type
3
Location
Wyoming, MI
Latest filing year
2023
Participants
156
End-of-year plan assets
$5,680,667

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241031144551NAL0001286195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,680,667
Total liabilities (EOY)
$0
Net assets (EOY)
$5,680,667
Net assets (BOY)
$4,338,325

Income & contributions

Employer contributions
$173,898
Participant contributions
$777,340
Total contributions
$1,025,824
Total income / additions
$1,816,377

Expenses & distributions

Benefits paid
$428,788
Administrative expenses
$45,247
Total expenses
$474,035
Net increase / (decrease)
$1,342,342

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,247$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$16,5102023

Related Form 5500 pages