# Real Foundations, INC. 401(k) Plan
Source: https://planprovider.pro/companies/real-foundations-inc-401k-plan

> Real Foundations, INC.'s 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Real Foundations, INC.

- **Sponsor EIN:** 752880162

- **Sponsor Address:** 5050 QUORUM DR SUITE 700, DALLAS, TX, 75254

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $31.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|122|$31.4M|$517,059|$1.8M|

| 2023|115|$26.7M|$511,723|$1.7M|

| 2022|121|$21.5M|$470,968|$1.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$78,834|—|$78,834|

| MMA SECURITIES LLC|BROKER/ADVISER|—|$44,187|$44,187|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,578|—|$9,578|

| FARMER, FUQUA & HUFF|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $132,599

- **Estimated Expense Ratio:** 0.422% 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|$84,629|$9,578|—|—|—|

| 2023|$73,058|$6,621|—|—|—|

| 2022|$78,422|$5,549|$72,873|—|—|

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