Plan Ledger DOL Form 5500 · updated monthly

Realty Services Corp.401(k)

REALTY SERVICES CORP. 401(K) BENEFIT PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Realty Services Corp. reported $60,231 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $709 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 3 years on file its reported administrative ratio has held roughly steady near 0.56%. 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 among the smaller plans on file in California (5,069th of 9,483), and the 1,017th of 2,096 in real estate & leasing. In 2024, employees put in $3.48 for every $1.00 the employer contributed; active participation has grown from 267 to 312 since 2022.

Plan summary
Net assets, end of year$11,582,874
Participants with balances164
Active participants312
Employer contributions$221,063
Employee contributions$769,425
Employer contribution per active participant$709
Average account balance$70,627
Benefits paid to participants$440,667
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 164 accts · $221K emplr
2023$9.8M · 161 accts · $189K emplr
2022$8.2M · 154 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,292
Investment management$27,039
Total administrative$60,231
The Realty Services Corp. 401(k) match · 2024
Employer contribution per active participant$709
Median for plans this size$2,416
2024$709 per active participant
2023$688 per active participant
2022$684 per active participant

Realty Services Corp.'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 · 20243
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$22,292
MORGAN STANLEY GLOBAL · Investment advisory (plan)$27,039
PENSION ASSURANCE, LLP$10,900

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$60,231 · 0.56%
2023$41,614 · 0.46%
2022$50,755 · 0.57%
Same employer
Similar plansReal Estate & Leasing · California
Decron Properties Corp. CA$11.6M · 0.47%
Champagne Resorts, Inc. CA$11.4M · 1.50%
Warren Properties, Inc. CA$11.3M · 0.29%
Golden Rain Foundation CA$10.9M · 0.50%
Veritas Investments, Inc. CA$10.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880412138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.