How big is Realmanage, LLC's plan?

Realmanage, LLC's plan reported $29.7M in assets and 2,553 participants for 2024.

Original filing (PDF)20251023124219NAL0002125585001

Realmanage, LLC

Name: Realmanage, LLC — Realmanage, LLC 401(k) Plan, Form 5500 (2024)
Creator: Realmanage, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Realmanage, LLC 401(k) Plan

401(k) retirement plan · Realmanage, LLC's Realmanage, LLC 401(k) Plan held $29.7M in plan assets for 2,553 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issued~85 bps in Sched C fees

Active participants

2,553

Accounts w/ balance

2,551

Plan assets (EOY)

$29.7M

Net assets (EOY)

$29.7M

People on this filing

Gracie Baltierra signed Realmanage, LLC's 2024 Form 5500 as plan administrator.

Gracie Baltierra — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Realmanage, LLC's EIN is 20-0753666.

EIN 20-0753666

Plan number 001

Plan year 2024

ACK ID 20251023124219NAL0002125585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Realmanage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Realmanage, LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REALMANAGE, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 378K (4% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

REALMANAGE, LLC

EIN

all filings

Address

6400 INTERNATIONAL PARKWAY · SUITE 1000 · PLANO, TX · 75093

Phone

(512) 219-1927

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-23

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$163K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES	22-3570392	—	ADVISOR	$57K	—
STRATEGIC ADVISORS, INC.

Investments

20 direct securities · 1 pooled fund· $29.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$24.0M

12 holdings

Common Collective Trusts

$4.1M

6 holdings

Mutual Funds

$1.3M

2 holdings

Common Collective Trust

$301K

1 holding

					% of plan
Blackrock LifePath Index Ret Fund Class K Mutual Fund	Other securities	—	—	$4.2M	14.1%
Blackrock LifePath Index 2040 Fund Class K Mutual Fund	Other securities	—	—	$3.7M	12.6%
Blackrock LifePath Index 2045 Fund Class K Mutual Fund	Other securities	—	—	$3.7M	12.3%
Blackrock LifePath Index 2035 Fund Class K Mutual Fund	Other securities	—	—	$3.2M	10.9%
Blackrock LifePath Index 2050 Fund Class K Mutual Fund	Other securities	—	—	$2.9M	9.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.7M	9.0%
Blackrock LifePath Index 2030 Fund Class K Mutual Fund	Other securities	—	—	$2.5M	8.4%
Blackrock LifePath Index 2055 Fund Class K Mutual Fund	Other securities	—	—	$1.8M	6.1%
MFS Growth Fund Mutual Fund	Mutual Funds	—	—	$1.1M	3.6%
Notes receivable from participants with maturities through December 2036 -	Other securities	—	—	$782K	2.6%
Blackrock LifePath Index 2060 Fund Class K Mutual Fund	Other securities	—	—	$558K	1.9%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$447K	1.5%
Fidelity Global Ex US Index Fund Mutual Fund	Common Collective Trusts	—	—	$396K	1.3%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$380K	1.3%
INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$301K	1.0%
JP Morgan Equity Income Fund Mutual Fund	Other securities	—	—	$294K	1.0%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$207K	0.7%
Blackrock LifePath Index 2065 Fund Class K Mutual Fund	Other securities	—	—	$201K	0.7%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$155K	0.5%
Blackrock High Yield Bond Fund Mutual Fund	Other securities	—	—	$152K	0.5%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$32K	0.1%