# Realty Trust Group,LLC 401(k) Plan
Source: https://planprovider.pro/companies/realty-trust-group-llc-401k-plan

> Realty Trust Group,LLC's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 134

- **Total Assets:** $15.8M

## 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.|

| 2024|134|$15.8M|$906,126|$1.1M|

| 2023|122|$12.1M|$518,314|$945,673|

| 2022|130|$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|

| DODSON, SHELTON & NELSON, P.A.|Auditor|—|—|$0|

## 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|$11,309|—|—|—|—|

| 2023|$9,092|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Boyle Investment Company](https://planprovider.pro/companies/boyle-investment-company-401k-plan) — 134 participants

- [Hopkins Investment Vi, LLC](https://planprovider.pro/companies/hopkins-investment-vi-llc-401k-plan) — 58 participants

- [Level One Capital Management, INC.](https://planprovider.pro/companies/level-one-capital-management-inc-plan-001) — 7 participants

- [Hillpost Holdings, INC.](https://planprovider.pro/companies/hillpost-holdings-inc-401k-plan) — 3 participants

- [Rice Corporation, INC.](https://planprovider.pro/companies/rice-corporation-inc-plan) — 2 participants

- [Decade Enterprsies Corporation](https://planprovider.pro/companies/decade-enterprsies-corporation-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/realty-trust-group-llc-401k-plan)

© 2026 PlanProvider.Pro