Plan Ledger DOL Form 5500 · updated monthly

Realmanage, LLC401(k)

REALMANAGE, LLC 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.97%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Realmanage, LLC reported $251,860 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged $249 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.28% to 0.97%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,555th-largest of 5,688 plans among Texas employers on file, and the 460th of 2,096 in real estate & leasing. In 2024, employees put in $7.78 for every $1.00 the employer contributed; active participation has grown from 1,418 to 2,553 since 2022.

Plan summary
Net assets, end of year$29,704,501
Participants with balances2,551
Active participants2,553
Employer contributions$634,491
Employee contributions$4,933,474
Employer contribution per active participant$249
Average account balance$11,644
Benefits paid to participants$5,228,516
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.7M · 2,551 accts · $634K emplr
2023$22.2M · 2,090 accts · $595K emplr
2022$9.0M · 1,450 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$163,181
Investment management$65,610
Audit (IQPA)$23,069
Total administrative$251,860
The Realmanage, LLC 401(k) match · 2024
Employer contribution per active participant$249
Median for plans this size$2,416
2024$249 per active participant
2023$365 per active participant

Realmanage, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$163,181
MMA SECURITIES · Investment advisory (plan)$56,929
COOPER SAVAS LLC · Accounting / audit$23,069
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,681

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$251,860 · 0.97%
2023$199,992 · 1.28%
2022$104,252 · 1.28%
Same employer
Similar plansReal Estate & Leasing · Texas
Highmark Residential, LLC TX$34.3M · 0.52%
Testequity LLC TX$30.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200753666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.