Realm Idx, Inc. 401(K) Plan — Form 5500 plan (Realm Idx, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Realm Idx, Inc. 401(K) Plan is a benefit plan reported by Realm Idx, Inc. under EIN 83-2427083 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,182 participants and $106,200,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Realm Idx, Inc.
EIN
83-2427083
Plan number
001
Plan type
2
Location
Aliso Viejo, CA
Latest filing year
2023
Participants
1,182
End-of-year plan assets
$106,200,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,182H, C20241013223231NAL0050421762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,200,544
Total liabilities (EOY)
$2
Net assets (EOY)
$106,200,542
Net assets (BOY)
$56,264,098

Income & contributions

Employer contributions
$4,770,965
Participant contributions
$10,784,913
Total contributions
$17,991,378
Total income / additions
$34,102,285

Expenses & distributions

Benefits paid
$8,826,015
Administrative expenses
$165,820
Total expenses
$8,999,619
Net increase / (decrease)
$25,102,666

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$146,145$02023
Strategic Advisors, Inc.ADVISOR$19,327not reported in the loaded dataset2023

Related Form 5500 pages