# Realty Income Corporation 401(k) Plan
Source: https://planprovider.pro/companies/realty-income-corporation-401k-plan

> Realty Income Corporation's 401(k) plan: 404 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Realty Income Corporation

- **Sponsor EIN:** 330580106

- **Sponsor Address:** 11995 EL CAMINO REAL, SAN DIEGO, CA, 92130

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

- **Total Participants:** 404

- **Total Assets:** $55.4M

## 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|404|$55.4M|$1.3M|$4.4M|

| 2023|361|$44.2M|$1.3M|$4.2M|

| 2022|357|$34.5M|$1.3M|$3.8M|

## 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|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT/FINANCIAL ADVI|$59,891|—|$59,891|

| ADP, INC.|RECORD KEEPER|$43,333|—|$43,333|

| REGIONS BANK DBA REGIONS TRUST|INVESTMENT/FINANCIAL ADVI|$13,920|—|$13,920|

| JGD & ASSOCIATES LLP|ACCOUNTANT|$12,250|—|$12,250|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $129,394

- **Estimated Expense Ratio:** 0.234% 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|$129,394|$73,811|—|$12,250|—|

| 2023|$110,916|$54,048|—|—|—|

| 2022|$120,962|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/realty-income-corporation-401k-plan)

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