Plan Ledger DOL Form 5500 · updated monthly

Realty One Group, Inc.401(k)

ONE 401(K) PLAN · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Realty One Group, Inc. reported $25,503 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $46 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 0.54% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (774th of 1,285), and 1,424th of 2,096 in real estate & leasing. In 2024, employees put in $108.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,885,080
Participants with balances299
Active participants172
Employer contributions$7,967
Employee contributions$867,032
Employer contribution per active participant$46
Average account balance$19,683
Benefits paid to participants$1,094,614
Plan auditUnmodified (clean) audit opinion
AuditorWERTZ & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 299 accts · $8K emplr
2023$5.4M · 347 accts · $265K emplr
2022$3.8M · 341 accts · $336K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,564
Investment management$14,651
Audit (IQPA)$3,288
Total administrative$25,503
The Realty One Group, Inc. 401(k) match · 2024
Employer contribution per active participant$46
Median for plans this size$1,313
2024$46 per active participant
2023$1,463 per active participant
2022$1,847 per active participant

Realty One Group, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping$7,564
ARCWOOD FINANCIAL · Investment advisory (plan)$14,651

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,503 · 0.45%
2023$16,306 · 0.35%
2022$20,316 · 0.54%
Same employer
Similar plansReal Estate & Leasing · Arizona
Lge Corporation AZ$6.7M · 0.93%
Effem Corporation AZ$6.4M · 0.48%
Hsl Asset Management LLC AZ$6.3M · 1.23%
Mainstay Labs Inc. AZ$5.2M · 0.02%
Pillar Communities, LLC AZ$4.8M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412168865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.