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Original filing (PDF)20251014134732NAL0001449459001
REALTY ONE GROUP, INC.
Form 5500
FILING_RECEIVED
ONE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
172
Accounts w/ balance
299
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REALTY ONE GROUP, INC..
Plan sponsor
Name
REALTY ONE GROUP, INC.
EIN
41-2168865
Address
25 S. ARIZONA PLACE · SUITE 320 · CHANDLER, AZ · 85225
Phone
(623) 227-1062
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WERTZ & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARCWOOD FINANCIAL | — | PHOENIX, AZ | NONE | $15K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $8K | — |
Investments
26 direct securities· $5.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $632K | 10.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $617K | 10.5% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $601K | 10.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $597K | 10.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $412K | 7.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $396K | 6.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $329K | 5.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $309K | 5.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $304K | 5.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $288K | 4.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $285K | 4.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $194K | 3.3% | |
| Allspring Special Mid Cap Value A Allspring 0 902 Macquarie Science And Technology R6 Macquarie 0 | — | — | — | $186K | 3.2% | |
| Dodge & Cox Stock Fund I Dodge & Cox 0 | — | — | — | $142K | 2.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 934 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $130K | 2.2% | |
| BlackRock Mid-Cap Growth Equity Instl BlackRock 0 | — | — | — | $98K | 1.7% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $70K | 1.2% | |
| Vanguard Short-Term Treasury Idx Adm Vanguard 0 244 Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $51K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $43K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $41K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $38K | 0.6% | |
| Fidelity Advisor Intl Growth I Fidelity 0 | — | — | — | $27K | 0.5% | |
| BlackRock Energy Opportunities Instl BlackRock 0 | — | — | — | $27K | 0.5% | |
| American Funds New World R6 American Funds 0 | — | — | — | $24K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $22K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $20K | 0.3% |
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