# Realm Idx, INC. 401(k) Plan
Source: https://planprovider.pro/companies/realm-idx-inc-401k-plan

> Realm Idx, INC.'s 401(k) plan: 1,135 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/realm-idx-inc-401k-plan)

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