# Realty One Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/realty-one-group-inc-401k-plan

> Realty One Group, INC.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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