Plan Snapshot
- Plan Sponsor: Real Services, INC.
- Sponsor EIN: 351157606
- Sponsor Address: 1151 S. MICHIGAN ST., SOUTH BEND, IN, 466013427
- Plan Type: 403(b)
- Total Participants: 187
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 187 | $7.5M | $363,354 | $498,218 |
| 2023 | 271 | $8.0M | $404,702 | $582,639 |
| 2022 | 240 | $6.7M | $291,320 | $402,657 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $72,594 | — | $72,530 | — | — |
| 2023 | $53,079 | — | $53,031 | — | — |
| 2022 | $46,706 | — | $46,670 | — | — |