Plan Snapshot
- Plan Sponsor: Realmanage, LLC
- Sponsor EIN: 200753666
- Sponsor Address: 6400 INTERNATIONAL PARKWAY, PLANO, TX, 75093
- Plan Type: 401(k)
- Total Participants: 2,553
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,553 | $29.7M | $634,491 | $4.9M |
| 2023 | 1,630 | $22.2M | $595,236 | $4.1M |
| 2022 | 1,418 | $9.0M | $0 | $2.4M |
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 | $163,181 | — | $163,181 |
| MMA SECURITIES | ADVISOR | $56,929 | — | $56,929 |
| COOPER SAVAS LLC | ACCOUNTANT/AUDITOR | $23,069 | — | $23,069 |
| ARMANINO LLP | Auditor | $23,069 | — | $23,069 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,681 | — | $8,681 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MMA SECURITIES — ADVISOR
- ARMANINO LLP — Auditor
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $274,929
- Estimated Expense Ratio: 0.926% 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 | $251,860 | $65,610 | $1,200 | $23,069 | — |
| 2023 | $199,992 | $47,008 | — | — | — |
| 2022 | $104,252 | $2,920 | — | — | — |