R3 Strategic Support Group 401(k) match, vesting and fees
What R3 Strategic Support Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Insurance and Annui | Schedule C ↗ |
| Independent auditor | Roorda, Piquet & Bessee, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| R3 Strategic Support Group: employer contribution per participant | $3,270 | |
| Peer median | $2,521 |
| R3 Strategic Support Group: average balance | $51,615 | |
| Peer median | $75,833 |
| R3 Strategic Support Group: admin expenses ÷ assets | 0.54% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.4M at the end of plan year 2021 to $13.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 304 | $13.9M | $880K | $3,270 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 235 | $11.8M | $743K | $3,230 | 0.64% | Not published | Form 5500 ↗ |
| 2022 | 247 | $10.2M | $588K | $3,013 | 0.92% | Not published | Form 5500 ↗ |
| 2021 | 242 | $10.4M | $576K | $3,274 | 0.95% | Not published | Form 5500 ↗ |
Other R3 Strategic Support Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
R3 Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Roorda, Piquet & Bessee, Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does R3 Strategic Support Group match 401(k) contributions?
The match terms for the R3 Strategic Support Group, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $880K in employer contributions, about $3,270 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the R3 Strategic Support Group 401(k) match vested?
The vesting schedule for the R3 Strategic Support Group, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the R3 Strategic Support Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance and Annui. The plan administrator is R3 Strategic Support Group, Inc..
I left R3 Strategic Support Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (R3 Strategic Support Group, Inc., (800) 418-2040) or the recordkeeper, Voya Retirement Insurance and Annui. The R3 Strategic Support Group old 401(k) page lists the contacts from every plan filing. Find an old R3 Strategic Support Group 401(k)
Data from the public Form 5500 annual reports R3 Strategic Support Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with R3 Strategic Support Group. Not financial advice. Report a correction · Methodology