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Original filing (PDF)20250820164538NAL0005950448001
REALNETWORKS, LLC.
Form 5500
FILING_RECEIVED
REALNETWORKS, LLC. 401(K) PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
501
Plan assets (EOY)
$89.2M
Net assets (EOY)
$89.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REALNETWORKS, LLC..
Plan sponsor
Name
REALNETWORKS, LLC.
EIN
35-2775162
Address
568 1ST AVENUE SOUTH · SUITE 600 · SEATTLE, WA · 98104
Phone
(206) 674-2700
Industry
Software Publishers· 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
2025-08-20
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $67K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $12K | — |
Investments
27 direct securities · 2 pooled funds· $89.2M(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
$87.4M
27 holdings
Common Collective Trust
$1.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $18.2M | 20.5% | |
| Harbor Capital Appreciation Fund Mutual Fund | — | — | — | $11.4M | 12.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $10.7M | 12.0% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $9.6M | 10.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $5.1M | 5.7% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $4.7M | 5.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $4.0M | 4.5% | |
| Vanguard Windsor II Fund Mutual Fund | — | — | — | $3.0M | 3.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $3.0M | 3.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $2.4M | 2.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $2.2M | 2.4% | |
| MFS International Diversification Mutual Fund | — | — | — | $2.0M | 2.2% | |
| Conestoga Small Cap Fund Mutual Fund | — | — | — | $1.9M | 2.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| American Beacon Small Cap Value Fund Mutual Fund | — | — | — | $1.8M | 2.0% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $1.5M | 1.7% | |
| T. Rowe Price Mid-Cap Value Fund Mutual Fund | — | — | — | $1.3M | 1.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $888K | 1.0% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $829K | 0.9% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $773K | 0.9% | |
| AMG TimesSquare Mid Cap Growth Fund Mutual Fund | — | — | — | $662K | 0.7% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $435K | 0.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $275K | 0.3% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $211K | 0.2% | |
| American Funds New World Fund Mutual Fund | — | — | — | $163K | 0.2% | |
| Vanguard Cash Reserves Federal MM Fund Mutual Fund | — | — | — | $157K | 0.2% | |
| Participant loans Interest rates from 4.25% - 9.50% - 0 - | — | — | — | $147K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund ** 464 * Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $14K | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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