Plan Snapshot
- Plan Sponsor: Realty One Group, INC.
- Sponsor EIN: 412168865
- Sponsor Address: 25 S. ARIZONA PLACE, CHANDLER, AZ, 85225
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $5.9M
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 | 172 | $5.9M | $7,967 | $867,032 |
| 2023 | 181 | $5.4M | $264,751 | $959,815 |
| 2022 | 182 | $3.8M | $336,077 | $938,685 |
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 |
|---|---|---|---|---|
| WERTZ & COMPANY LLP | Auditor | $3,288 | — | $3,288 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,288
- Estimated Expense Ratio: 0.056% 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 | $25,503 | $14,651 | $7,564 | $3,288 | — |
| 2023 | $16,306 | $11,160 | $5,146 | — | — |
| 2022 | $20,316 | $9,249 | $11,067 | — | — |