Plan Snapshot
- Plan Sponsor: Realty Trust Group, LLC
- Sponsor EIN: 621735062
- Sponsor Address: 6016 BROOKVALE LANE, SUITE 100, KNOXVILLE, TN, 37919
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 176
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 176 | $20.1M | $0 | $0 |
| 2024 | 134 | $15.8M | $906,126 | $1.1M |
| 2023 | 122 | $12.1M | $518,314 | $945,673 |
| 2022 | 119 | $8.7M | $436,464 | $745,108 |
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 |
|---|---|---|---|---|
| ERISA SERVICES, INC. | Other Service Provider | $2,545 | $9,692 | $12,237 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $8,410 | — | $8,410 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,647
- Estimated Expense Ratio: 0.103% 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 |
|---|---|---|---|---|---|
| 2025 | $762,916 | — | — | — | — |
| 2024 | $11,309 | — | — | — | — |
| 2023 | $9,092 | — | — | — | — |
| 2022 | $256,904 | — | — | — | — |