How big is Realize, Inc.'s plan?

Realize, Inc.'s plan reported $2.0M in assets and 8 participants for 2024.

Original filing (PDF)20250917104952NAL0000384305001

Realize, Inc.

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

Form 5500-SF

FILING_RECEIVED

Realize, Inc. 401(k) Plan

401(k) retirement plan · Realize, Inc.'s Realize, Inc. 401(k) Plan held $2.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Gregory Todd Reese signed Realize, Inc.'s 2024 Form 5500 as plan administrator.

Gregory Todd Reese — 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

Realize, Inc.'s EIN is 35-2065064.

EIN 35-2065064

Plan number 001

Plan year 2024

ACK ID 20250917104952NAL0000384305001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Realize, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

REALIZE, INC.

EIN

all filings

Address

15515 ENDEAVOR DRIVE · NOBLESVILLE, IN · 46060

Phone

(317) 915-0295

Industry

Manufacturing

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

2025-09-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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