# Solomon Realty Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/solomon-realty-advisors-inc-401k-plan

> Solomon Realty Advisors, INC.'s 401(k) plan: 632 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Solomon Realty Advisors, INC.

- **Sponsor EIN:** 222867476

- **Sponsor Address:** 92 RIVER RD, SUMMIT, NJ, 07901

- **Plan Type:** 401(k)

- **Total Participants:** 632

- **Total Assets:** $15.5M

## 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|632|$15.5M|$661,703|$1.9M|

| 2023|604|$12.0M|$527,942|$1.7M|

| 2022|606|$8.8M|$420,452|$1.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$138,943|—|$138,943|

| ORENDA RETIREMENT, LLC|CONTRACT ADMINISTRATOR|$24,536|$11,547|$36,083|

| NORTHWESTERN MUTUAL INVESTMENT SERV|OTHER SERVICES|—|$32,380|$32,380|

| LILLING & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL INVESTMENT SERV](https://planprovider.pro/provider/northwestern-mutual) — OTHER SERVICES

- [LILLING & COMPANY LLP](https://planprovider.pro/provider/lilling-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $207,406

- **Estimated Expense Ratio:** 1.341% 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|$163,479|—|$163,479|—|—|

| 2023|$125,745|—|$104,977|—|—|

| 2022|$112,565|—|$101,544|—|$11,021|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/solomon-realty-advisors-inc-401k-plan)

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