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Original filing (PDF)20251103160256NAL0004093043001

3LS, INC.

Form 5500
FILING_RECEIVED
3LS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
556
Accounts w/ balance
692
Plan assets (EOY)
$32.4M
Net assets (EOY)
$30.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • 63 bps in Schedule C fees — 116% above peer band of 29 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3LS, INC..
Plan sponsor
Name
3LS, INC.
EIN
47-3407777
Address
301 SOUTH PERIMETER PARK DRIVE · SUITE 200 · NASHVILLE, TN · 37211
Phone
(615) 823-5860
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA RETIREMENT SOLUTIONS13-3689044RECORDKEEPER$151K
FUTUREPLAN BY ASCENSUS82-3719843RECORDKEEPER$43K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
UHY LLP20-0694403AUDIT$10K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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