Original filing (PDF)20240322151733NAL0003364659001

PLAN 3 LLC

Name: PLAN 3 LLC — PLAN 3 LLC MCF BENEFIT PLAN, Form 5500 (2023)
Creator: PLAN 3 LLC

Form 5500-SF

FILING_RECEIVED

PLAN 3 LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17K

Net assets (EOY)

$4K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLAN 3 LLC.

Plan sponsor

Name

PLAN 3 LLC

DBA

MILLER COMMERCE

EIN

20-8991003

Address

431 S JEFFERSON · STE 105 · SPRINGFIELD, MO · 658062329

Phone

(417) 893-6008

Industry

Real Estatesee all

Plan administrator

Name

BRENDAN COSSETTE

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-06-01

Tax period

2023-08-31

Filed

2024-03-22

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CHILD FOUNDATION

$17K · 9 participants

KOZCO LLC

KOZCO LLC 401(K) PROFIT SHARING PLAN & TRUST

$17K · 2 participants

VIVE FUNDS

VIVE FUNDS 401(K) PLAN

$17K · 4 participants

SOUTHERN HOLIDAY HOMES LLC

SOUTHERN HOLIDAY HOMES 401K

$17K · 19 participants

PENINSULA HEARING CENTER INC

PENINSULA HEARING CENTER, INC - 401(K)

$17K · 4 participants