Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$836K
- Dental$252K
- Vision$252K
- Other$193K
- Life$72K
- Long-term disability$71K
- +1 more
Filings through .
Sponsor portfolio
M3, LLC
EIN 58-2442769Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.4M premiums
Participants
486
1715 N. BROWN ROAD, BUILDING 2A - LAWRENCEVILLE, GA 30043770-297-1925
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 578 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
M3, LLC TRADITIONAL 401(K) PLAN
401(k)
Assets$2.7M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
M3 ACCOUNTING SERVICES, INC WRAP PLAN
Mixed - ZURICH AMERICAN INSURANCE COMPANY
Premiums$1.4M
Covered lives578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | M3, LLC TRADITIONAL 401(K) PLAN | 401(k) | $2.7M | 257 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | M3 ACCOUNTING SERVICES, INC WRAP PLAN | Mixed | ZURICH AMERICAN INSURANCE COMPANY | $1.4M | 578 | 2025 |
Retirement plans
Welfare plans