Plan Snapshot
- Plan Sponsor: Real Estate One, INC.
- Sponsor EIN: 381903424
- Sponsor Address: 26261 EVERGREEN RD., SOUTHFIELD, MI, 48076
- Plan Type: 401(k)
- Total Participants: 496
- Total Assets: $42.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 496 | $42.6M | $1,046 | $2.7M |
| 2023 | 466 | $38.6M | $42,283 | $2.5M |
| 2022 | 478 | $31.1M | $580,795 | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $29,500 | — | $29,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,500
- Estimated Expense Ratio: 0.069% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $12,945 | $9,321 | — | $29,500 | — |
| 2023 | -$5,769 | $8,538 | — | — | — |
| 2022 | $10,779 | $7,111 | — | — | — |