How big is 3B Medical, Inc.'s plan?

3B Medical, Inc.'s plan reported $28.1M in assets and 630 participants for 2024.

Original filing (PDF)20250716105729NAL0002342819001

3B Medical, Inc.

Name: 3B Medical, Inc. — React Health 401(k) Plan, Form 5500 (2024)
Creator: 3B Medical, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

React Health 401(k) Plan

401(k) retirement plan · 3B Medical, Inc.'s React Health 401(k) Plan held $28.1M in plan assets for 630 participants in 2024, with Empower as recordkeeper.

Active participants

630

Accounts w/ balance

699

Plan assets (EOY)

$28.1M

Net assets (EOY)

$28.1M

Plan identifiers

3B Medical, Inc.'s EIN is 61-1580396.

EIN 61-1580396

Plan number 001

Plan year 2024

ACK ID 20250716105729NAL0002342819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 3B Medical, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

3B Medical, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

3B MEDICAL, INC.

DBA

REACT HEALTH

EIN

all filings

Address

222 LAKEVIEW AVE STE 730 · WEST PALM BEACH, FL · 334016117

Phone

(561) 301-1749

Industry

Management of Companies / Holdings

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$106K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES L

Investments

30 direct securities· $28.1M(100% of reported assets)

Mutual Funds

$25.7M

20 holdings

Common Collective Trusts

$1.7M

1 holding

Other securities

$535K

7 holdings

Bonds / Notes

$131K

1 holding

U.S. Treasuries

$3K

1 holding

					% of plan
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6	Mutual Funds	—	—	$6.6M	23.6%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6	Mutual Funds	—	—	$4.0M	14.3%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6	Mutual Funds	—	—	$3.7M	13.1%
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6	Mutual Funds	—	—	$2.4M	8.7%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6	Mutual Funds	—	—	$2.1M	7.4%
AMERICAN FUNDS 2060 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.9M	6.8%
FIDELITY 500 INDEX	Common Collective Trusts	—	—	$1.7M	6.0%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6	Mutual Funds	—	—	$1.6M	5.7%
AMERICAN FUNDS 2020 TRGT DATE RETIRE R6	Mutual Funds	—	—	$928K	3.3%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6	Mutual Funds	—	—	$847K	3.0%
AMERICAN FUNDS EUROPACIFIC GR R6	Mutual Funds	—	—	$303K	1.1%
AMERICAN FUNDS NEW PERSPECTIVE R6	Mutual Funds	—	—	$235K	0.8%
FIDELITY SMALL CAP INDEX	Mutual Funds	—	—	$200K	0.7%
FIDELITY MID CAP INDEX	Mutual Funds	—	—	$195K	0.7%
JPMORGAN LARGE CAP GROWTH R6	Other securities	—	—	$194K	0.7%
AMERICAN FUNDS AMERICAN MUTUAL R6	Mutual Funds	—	—	$147K	0.5%
EI FIXED ACCOUNT - SERIES CLASS I	Other securities	—	—	$134K	0.5%
Notes receivable from participants (3.26% - 9.50%)	Bonds / Notes	—	—	$131K	0.5%
AMERICAN FUNDS 2015 TRGT DATE RETIRE R6	Mutual Funds	—	—	$130K	0.5%
AMERICAN FUNDS BOND FUND OF AMER R6	Mutual Funds	—	—	$117K	0.4%
AMERICAN FUNDS NEW WORLD R6	Mutual Funds	—	—	$111K	0.4%
AMERICAN CENTURY MID CAP VALUE R6	Other securities	—	—	$110K	0.4%
AMERICAN FUNDS 2065 TRGT DATE RETIRE R6	Mutual Funds	—	—	$93K	0.3%
JPMORGAN MID CAP GROWTH R6	Other securities	—	—	$55K	0.2%
AMERICAN FUNDS 2010 TRGT DATE RETIRE R6	Mutual Funds	—	—	$25K	<0.1%
JPMORGAN SMALL CAP VALUE R6	Other securities	—	—	$23K	<0.1%
PIMCO INCOME INSTL	Mutual Funds	—	—	$16K	<0.1%
AB SMALL CAP GROWTH Z	Other securities	—	—	$14K	<0.1%
PGIM HIGH-YIELD R6	Other securities	—	—	$6K	<0.1%
PIMCO INT BOND (USD-HEDGED) INSTL	U.S. Treasuries	—	—	$3K	<0.1%