Plan Snapshot
- Plan Sponsor: Realtime Peo Ii, LLC
- Sponsor EIN: 465235592
- Sponsor Address: 1624 GREENBRIAR PLACE, SUITE 200, OKLAHOMA CITY, OK, 73159
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 147 | $9.7M | $78,244 | $133,396 |
| 2023 | 123 | $9.0M | $80,982 | $136,790 |
| 2022 | 136 | $7.7M | $81,619 | $149,753 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $16,698 | $1,778 | $18,476 |
| PENSION SOLUTIONS, INC. | Recordkeeper | $3,304 | $9,417 | $12,721 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,197
- Estimated Expense Ratio: 0.323% 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 | $21,780 | $1,778 | $20,002 | — | — |
| 2023 | $68,406 | $1,635 | $66,771 | — | — |
| 2022 | $60,963 | — | $60,963 | — | — |