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Original filing (PDF)20251023124219NAL0002125585001
REALMANAGE, LLC
Form 5500
FILING_RECEIVED
REALMANAGE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~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
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 192% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REALMANAGE, LLC.
Plan sponsor
Name
REALMANAGE, LLC
EIN
20-0753666
Address
6400 INTERNATIONAL PARKWAY · SUITE 1000 · PLANO, TX · 75093
Phone
(512) 219-1927
Industry
Real Estatesee all
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
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $163K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $57K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOPER SAVAS LLC | 27-5169784 | — | ACCOUNTANT/AUDITOR | $23K | — |
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.
Uncategorized
$29.4M
20 holdings
Common Collective Trust
$301K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock LifePath Index Ret Fund Class K Mutual Fund | — | — | — | $4.2M | 14.1% | |
| Blackrock LifePath Index 2040 Fund Class K Mutual Fund | — | — | — | $3.7M | 12.6% | |
| Blackrock LifePath Index 2045 Fund Class K Mutual Fund | — | — | — | $3.7M | 12.3% | |
| Blackrock LifePath Index 2035 Fund Class K Mutual Fund | — | — | — | $3.2M | 10.9% | |
| Blackrock LifePath Index 2050 Fund Class K Mutual Fund | — | — | — | $2.9M | 9.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.7M | 9.0% | |
| Blackrock LifePath Index 2030 Fund Class K Mutual Fund | — | — | — | $2.5M | 8.4% | |
| Blackrock LifePath Index 2055 Fund Class K Mutual Fund | — | — | — | $1.8M | 6.1% | |
| MFS Growth Fund Mutual Fund | — | — | — | $1.1M | 3.6% | |
| Notes receivable from participants with maturities through December 2036 - | — | — | — | $782K | 2.6% | |
| Blackrock LifePath Index 2060 Fund Class K Mutual Fund | — | — | — | $558K | 1.9% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $447K | 1.5% | |
| Fidelity Global Ex US Index Fund Mutual Fund | — | — | — | $396K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $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 | — | — | — | $294K | 1.0% | |
| American Funds New World Fund Mutual Fund | — | — | — | $207K | 0.7% | |
| Blackrock LifePath Index 2065 Fund Class K Mutual Fund | — | — | — | $201K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $155K | 0.5% | |
| Blackrock High Yield Bond Fund Mutual Fund | — | — | — | $152K | 0.5% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $32K | 0.1% |
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