# Realty Services Corp. 401(k) Plan
Source: https://planprovider.pro/companies/realty-services-corp-401k-plan

> Realty Services Corp.'s 401(k) plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MORGAN STANLEY GLOBAL|NONE|$27,039|—|$27,039|

| THE VANGUARD GROUP, INC.|NONE|$22,292|—|$22,292|

| PENSION ASSURANCE, LLP|NONE|$10,900|—|$10,900|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,231

- **Estimated Expense Ratio:** 0.520% 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|$60,231|$27,039|$22,292|—|—|

| 2023|$41,614|$23,772|$17,842|—|—|

| 2022|$50,755|$23,063|$20,692|—|—|

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