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Original filing (PDF)20250716105729NAL0002342819001
3B MEDICAL, INC.
Form 5500
FILING_RECEIVED
REACT HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
630
Accounts w/ balance
699
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 107% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3B MEDICAL, INC..
Plan sponsor
Name
3B MEDICAL, INC.
DBA
REACT HEALTH
EIN
61-1580396
Address
222 LAKEVIEW AVE STE 730 · WEST PALM BEACH, FL · 334016117
Phone
(561) 301-1749
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $106K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | — | CLEVELAND, OH | INVESTMENT ADVISOR | $58K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
30 direct securities· $28.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $6.6M | 23.6% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $4.0M | 14.3% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $3.7M | 13.1% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $2.4M | 8.7% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $2.1M | 7.4% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | — | — | — | $1.9M | 6.8% | |
| FIDELITY 500 INDEX | — | — | — | $1.7M | 6.0% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | — | — | — | $1.6M | 5.7% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | — | — | — | $928K | 3.3% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | — | — | — | $847K | 3.0% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $303K | 1.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $235K | 0.8% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $200K | 0.7% | |
| FIDELITY MID CAP INDEX | — | — | — | $195K | 0.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $194K | 0.7% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 | — | — | — | $147K | 0.5% | |
| EI FIXED ACCOUNT - SERIES CLASS I | — | — | — | $134K | 0.5% | |
| Notes receivable from participants (3.26% - 9.50%) | — | — | — | $131K | 0.5% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | — | — | — | $130K | 0.5% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 | — | — | — | $117K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | — | — | — | $111K | 0.4% | |
| AMERICAN CENTURY MID CAP VALUE R6 | — | — | — | $110K | 0.4% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | — | — | — | $93K | 0.3% | |
| JPMORGAN MID CAP GROWTH R6 | — | — | — | $55K | 0.2% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 | — | — | — | $25K | <0.1% | |
| JPMORGAN SMALL CAP VALUE R6 | — | — | — | $23K | <0.1% | |
| PIMCO INCOME INSTL | — | — | — | $16K | <0.1% | |
| AB SMALL CAP GROWTH Z | — | — | — | $14K | <0.1% | |
| PGIM HIGH-YIELD R6 | — | — | — | $6K | <0.1% | |
| PIMCO INT BOND (USD-HEDGED) INSTL | — | — | — | $3K | <0.1% |
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