Plan Snapshot
- Plan Sponsor: Realty Center Management, INC.
- Sponsor EIN: 953914554
- Sponsor Address: 6133 BRISTOL PARKWAY, CULVER CITY, CA, 90230
- Plan Type: 401(k)
- Total Participants: 539
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 539 | $18.4M | $617,153 | $983,700 |
| 2023 | 349 | $15.1M | $521,717 | $799,576 |
| 2022 | 341 | $12.4M | $512,894 | $760,870 |
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 | $56,818 | — | $56,818 |
| CBIZ INVESTMENT ADVISORY SERVICES | ADVISOR | $31,403 | — | $31,403 |
| GURSEY SCHNEIDER LLP | ACCOUNTANT/AUDITOR | $23,400 | — | $23,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,621
- Estimated Expense Ratio: 0.608% 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 | $111,621 | $31,403 | — | $23,400 | — |
| 2023 | $85,122 | $31,558 | — | $13,051 | — |
| 2022 | $117,049 | — | — | — | — |