# Realterm Us, INC. 401(k) Plan
Source: https://planprovider.pro/companies/realterm-us-inc-401k-plan

> Realterm Us, INC.'s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Realterm Us, INC.

- **Sponsor EIN:** 522097545

- **Sponsor Address:** 201 WEST ST., ANNAPOLIS, MD, 21401

- **Plan Type:** 401(k)

- **Total Participants:** 173

- **Total Assets:** $24.2M

## 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|173|$24.2M|$418,665|$2.2M|

| 2023|160|$18.0M|$394,862|$2.1M|

| 2022|146|$12.7M|$338,988|$1.6M|

## 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|

| HOZIK & COMPANY P.L.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOZIK & COMPANY P.L.C.](https://planprovider.pro/provider/hozik-and-company-plc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$84,681|$22,148|$40,385|—|—|

| 2023|$64,568|$24,375|$32,320|—|—|

| 2022|$61,324|$14,551|$32,221|—|$14,552|

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