Plan Snapshot
- Plan Sponsor: Realty Management Services, INC.
- Sponsor EIN: 521568244
- Sponsor Address: 7910 WOODMONT AVE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $13.6M
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 | 170 | $13.6M | $399,349 | $678,465 |
| 2023 | 170 | $12.5M | $408,245 | $663,088 |
| 2022 | 177 | $11.2M | $472,453 | $763,283 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $75,339 | $31,830 | — | — | — |
| 2023 | $71,589 | $28,093 | — | — | — |
| 2022 | $86,889 | — | — | — | — |