Plan Ledger DOL Form 5500 · updated monthly

R3 Strategic Support Group, Inc.401(k)

R3 STRATEGIC SUPPORT GROUP INC. 401(K) PROFIT SHARING PLAN AND T · CORONADO, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

R3 Strategic Support Group, Inc. reported $69,742 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,443 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.92% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,600th-largest of 9,483 plans among California employers on file, and 6,861st of 11,654 in professional & technical services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 176 to 198 since 2022.

Plan summary
Net assets, end of year$13,884,323
Participants with balances269
Active participants198
Employer contributions$879,634
Employee contributions$875,207
Employer contribution per active participant$4,443
Average account balance$51,615
Benefits paid to participants$1,019,079
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 269 accts · $880K emplr
2023$11.8M · 230 accts · $743K emplr
2022$10.2M · 195 accts · $588K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,742
Total administrative$69,742
The R3 Strategic Support Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,443
Median for plans this size$2,416
2024$4,443 per active participant
2023$3,377 per active participant
2022$3,339 per active participant

R3 Strategic Support Group, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEDIGITAL INVESTMENT ADVISORSindirect comp
ECONOMIC GROUP PENSION SERVICES · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$69,742 · 0.54%
2023$70,442 · 0.64%
2022$94,522 · 0.92%
All plans at this employer2
R3 STRATEGIC SUPPORT GROUP INC. 401(K) PROFIT SHARING PLAN AND T401(k)
R3 EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Soaprojects, Inc. CA$13.9M · 0.12%
Woods Bagot Architects PC CA$13.9M · 0.43%
Prosciento, Inc. CA$13.8M · 0.01%
Ideaya Biosciences Inc CA$13.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261232918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.