# Realmanage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/realmanage-llc-plan-001

> Realmanage, LLC's 401(k) plan: 2,553 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

- [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:** $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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/realmanage-llc-plan-001)

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