Plan Snapshot
- Plan Sponsor: Real Chemistry, INC.
- Sponsor EIN: 262729056
- Sponsor Address: 50 FRANCISCO ST, SUITE 400, SAN FRANCISCO, CA, 941332104
- Plan Type: 401(k)
- Total Participants: 1,866
- Total Assets: $223.3M
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 | 1,866 | $223.3M | $6.5M | $22.6M |
| 2023 | 1,703 | $157.8M | $5.8M | $21.4M |
| 2022 | 1,389 | $111.1M | $5.7M | $19.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $181,544 | — | $181,544 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $11,667 | — | $11,667 |
| KATZ, SAPPER & MILLER | CONSULTANT | $7,750 | — | $7,750 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $200,961
- Estimated Expense Ratio: 0.090% 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 | $200,961 | $11,667 | $2,700 | — | — |
| 2023 | $433,701 | — | $300 | — | — |
| 2022 | $292,921 | — | — | — | — |