Plan Snapshot
- Plan Sponsor: Realpage, INC
- Sponsor EIN: 752788861
- Sponsor Address: 2201 LAKESIDE BLVD, RICHARDSON, TX, 75082
- Plan Type: 401(k)
- Total Participants: 3,322
- Total Assets: $365.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3,322 | $365.2M | $11.2M | $32.0M |
| 2023 | 2,879 | $313.0M | $11.4M | $33.0M |
| 2022 | 3,964 | $241.3M | $9.8M | $28.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $366,555 | — | $366,555 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $45,000 | — | $45,000 |
| BAKER TILLY US LLP | NONE | $29,925 | — | $29,925 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- BAKER TILLY US LLP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $441,480
- Estimated Expense Ratio: 0.121% 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 | $422,130 | — | — | — | — |
| 2023 | $516,026 | — | — | — | — |
| 2022 | $438,135 | — | — | — | — |