Plan Snapshot
- Plan Sponsor: Realty Services Corp.
- Sponsor EIN: 880412138
- Sponsor Address: 7 CORPORATE PLAZA, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $11.6M
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 | 312 | $11.6M | $221,063 | $769,425 |
| 2023 | 275 | $9.8M | $189,122 | $583,441 |
| 2022 | 267 | $8.2M | $182,731 | $537,157 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $60,231 | $27,039 | $22,292 | — | — |
| 2023 | $41,614 | $23,772 | $17,842 | — | — |
| 2022 | $50,755 | $23,063 | $20,692 | — | — |