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Original filing (PDF)20250926154456NAL0004081971001
REALSELF, INC.
Form 5500
FILING_RECEIVED
REALSELF, INC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
25
Accounts w/ balance
246
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REALSELF, INC..
Plan sponsor
Name
REALSELF, INC.
EIN
20-3511152
Address
92 LENORA STREET #196 · SEATTLE, WA · 98121
Phone
(206) 624-9357
Industry
Information / Tech / Mediasee 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
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
40 direct securities· $18.3M(99% of reported assets)
Uncategorized
$15.3M
39 holdings
Registered Investment Companies
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Funds * FID FDM IDX 2045 IPR Registered Investment Company | Registered Investment Companies | — | — | $3.0M | 16.3% | |
| FID FDM IDX 2055 IPR Registered Investment Company | — | — | — | $3.0M | 16.1% | |
| FID FDM IDX 2050 IPR Registered Investment Company | — | — | — | $2.6M | 14.1% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $1.7M | 9.2% | |
| FID FDM IDX 2035 IPR Registered Investment Company | — | — | — | $1.2M | 6.6% | |
| VANG GROWTH IDX ADM Registered Investment Company | — | — | — | $1.2M | 6.4% | |
| FID FDM IDX 2040 IPR Registered Investment Company | — | — | — | $971K | 5.3% | |
| FID FDM IDX 2060 IPR Registered Investment Company | — | — | — | $928K | 5.0% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $330K | 1.8% | |
| VANG VALUE IDX ADM Registered Investment Company | — | — | — | $271K | 1.5% | |
| MFS INTL INTR VAL R6 Registered Investment Company | — | — | — | $250K | 1.4% | |
| VG TL INTL BD IDX AD Registered Investment Company | — | — | — | $247K | 1.3% | |
| VANG EM STK IDX ADM Registered Investment Company | — | — | — | $224K | 1.2% | |
| FID FDM IDX 2025 IPR Registered Investment Company | — | — | — | $196K | 1.1% | |
| VANG DEV MKT IDX ADM Registered Investment Company | — | — | — | $188K | 1.0% | |
| Money Market Funds GABELLI TREASURY MM Money market fund | — | — | — | $185K | 1.0% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $155K | 0.8% | |
| DH LARGE CAP Y Registered Investment Company | — | — | — | $155K | 0.8% | |
| CALV US LG CP CRI I Registered Investment Company | — | — | — | $152K | 0.8% | |
| FID FDM IDX 2030 IPR Registered Investment Company | — | — | — | $140K | 0.8% | |
| DFA INTL SUS CORE 1 Registered Investment Company | — | — | — | $126K | 0.7% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $123K | 0.7% | |
| OAKMARK FUND INV Registered Investment Company | — | — | — | $119K | 0.6% | |
| FID FDM IDX 2065 IPR Registered Investment Company | — | — | — | $107K | 0.6% | |
| VANG SMCP GR IDX ADM Registered Investment Company | — | — | — | $91K | 0.5% | |
| VANG MDCPVAL IDX ADM Registered Investment Company | — | — | — | $77K | 0.4% | |
| Participant loans various maturities through September 2029 | — | — | — | $74K | 0.4% | |
| VANG SMCPVL IDX ADM Registered Investment Company | — | — | — | $72K | 0.4% | |
| PRMCP ODYSSEY GROWTH Registered Investment Company | — | — | — | $64K | 0.3% | |
| VANG MDCPGR IDX ADM Registered Investment Company | — | — | — | $58K | 0.3% | |
| CONESTOGA SM CAP IS Registered Investment Company | — | — | — | $45K | 0.2% | |
| PARNASSUS CORE EQ IS Registered Investment Company | — | — | — | $42K | 0.2% | |
| J H SMALL CAP VAL N Registered Investment Company | — | — | — | $41K | 0.2% | |
| FID REAL ESTATE IDX Registered Investment Company | — | — | — | $38K | 0.2% | |
| SEAFARER OS GR&IN IS Registered Investment Company | — | — | — | $35K | 0.2% | |
| WA CORE PLUS BOND I Registered Investment Company | — | — | — | $34K | 0.2% | |
| PARNASSUS MID CAP IS Registered Investment Company | — | — | — | $33K | 0.2% | |
| DFA INTL SMALL CO I Registered Investment Company | — | — | — | $19K | 0.1% | |
| FID INFL PR BD IDX Registered Investment Company | — | — | — | $18K | <0.1% | |
| DH MID CAP I Registered Investment Company | — | — | — | $15K | <0.1% |
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