Plan Snapshot
- Plan Sponsor: Realm Idx, INC.
- Sponsor EIN: 832427083
- Sponsor Address: 1 ENTERPRISE, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 1,135
- Total Assets: $106.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 1,135 | $106.2M | $4.8M | $10.8M |
| 2022 | 775 | $56.3M | $3.7M | $8.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $292,290 | — | $292,290 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $38,654 | — | $38,654 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $330,944
- Estimated Expense Ratio: 0.312% 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 |
|---|---|---|---|---|---|
| 2023 | $165,820 | $19,675 | — | — | — |
| 2022 | $152,670 | $15,979 | — | — | — |