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Original filing (PDF)20251016122021NAL0006297521003
REALTIME PEO II, LLC
Form 5500
FILING_RECEIVED
REALTIME PEO II, LLC 401(K) PLAN
401(k) retirement plan
Active participants
147
Accounts w/ balance
272
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
51 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 (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REALTIME PEO II, LLC.
Plan sponsor
Name
REALTIME PEO II, LLC
EIN
46-5235592
Address
1624 GREENBRIAR PLACE, SUITE 200 · OKLAHOMA CITY, OK · 73159
Phone
(405) 936-0110
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SOLUTIONS, INC. | 73-1521434 | OKLAHOMA CITY, OK | THIRD PARTY ADMINISTRATOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEEDER ADVISORY SERVICES | 31-1332744 | DUBLIN, OH | PROF. MONEY MGR. | $2K | — |
Investments
46 direct securities· $9.2M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Fund Advisors JPMorgan Small Cap Growth Fund Class R6 | — | — | — | $1.9M | 19.3% | |
| Nationwide Fund Advisors JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $1.8M | 18.7% | |
| Nationwide Fund Advisors S&P 500 Index Fund Service Class | — | — | — | $1.3M | 13.9% | |
| Nationwide Fund Advisors American Funds New Perspective Fund Class R-6 | — | — | — | $677K | 7.0% | |
| Nationwide Fund Advisors Carillon Eagle Mid Cap Growth Fund Class A | — | — | — | $501K | 5.2% | |
| Nationwide Fund Advisors Midc Cap Value R6 | — | — | — | $402K | 4.2% | |
| Nationwide Fund Advisors Oakmark International Fund Investor Class | — | — | — | $338K | 3.5% | |
| Nationwide Fund Advisors Investor Destinations Aggressive Fund Service Class | — | — | — | $280K | 2.9% | |
| Nationwide Fund Advisors American Funds American Mutual Fund Class R-6 | — | — | — | $256K | 2.6% | |
| Nationwide Fund Advisors PIMCO Total Return Fund Class A | — | — | — | $230K | 2.4% | |
| Nationwide Fund Advisors Meeder Global Opportunities Institutional | — | — | — | $136K | 1.4% | |
| Nationwide Fund Advisors American Funds American Balanced R-3 | — | — | — | $112K | 1.2% | |
| Nationwide Fund Advisors Investor Destinations Mod Conservative Fund Service Class | — | — | — | $111K | 1.1% | |
| Nationwide Fund Advisors Meeder Dynamic Allocation Fund Institutional Class | — | — | — | $104K | 1.1% | |
| Nationwide Fund Advisors VanEck International Investors Gold A | — | — | — | $88K | 0.9% | |
| Nationwide Fund Advisors Principal High Yield Fund Class A | — | — | — | $83K | 0.9% | |
| Nationwide Fund Advisors Inflation-Protected Securities Fund Class A | — | — | — | $82K | 0.9% | |
| Nationwide Fund Advisors Franklin Gold and Precious Metals Fund - Advisor Class | — | — | — | $82K | 0.8% | |
| Nationwide Fund Advisors Investor Destinations Moderately Aggressive Service Class | — | — | — | $81K | 0.8% | |
| Nationwide Fund Advisors Small Cap Index A | — | — | — | $69K | 0.7% | |
| Nationwide Fund Advisors Invesco Gold & Special Minerals A | — | — | — | $65K | 0.7% | |
| Nationwide Fund Advisors Meeder Muirfield Fund Institutional Class | — | — | — | $64K | 0.7% | |
| Nationwide Fund Advisors Meeder Balanced Fund Institutional Class | — | — | — | $47K | 0.5% | |
| Nationwide Fund Advisors Meeder Spectrum Fund Institutional Class | — | — | — | $46K | 0.5% | |
| Nationwide Fund Advisors Investor Destinations Moderate fund Class Service | — | — | — | $46K | 0.5% | |
| Notes receivable from participants | — | — | $0 | $39K | 0.4% | |
| Nationwide Fund Advisors Meeder Quantex Fund Institutional Class | — | — | — | $37K | 0.4% | |
| Nationwide Fund Advisors Meeder Dividend Opportunities Institutional | — | — | — | $36K | 0.4% | |
| Nationwide Fund Advisors Victory Sycamore Small Company Opp A | — | — | — | $32K | 0.3% | |
| Nationwide Fund Advisors Mid Cap Market Index A | — | — | — | $32K | 0.3% | |
| Nationwide Fund Advisors Meeder Tactical Income Fund Institutional Class | — | — | — | $28K | 0.3% | |
| Nationwide Fund Advisors Fidelity Select Semiconductors Portfolio | — | — | — | $17K | 0.2% | |
| Nationwide Fund Advisors Meeder Infr Rtl Institutional | — | — | — | $15K | 0.2% | |
| Nationwide Fund Advisors Lord Abbett Short Duration Income A | — | — | — | $13K | 0.1% | |
| Nationwide Fund Advisors Fidelity Advisor Leveraged Company Stock Fund Class A | — | — | — | $7K | <0.1% | |
| Nationwide Fund Advisors PGIM Global Real Estate Fund Class A | — | — | — | $7K | <0.1% | |
| Nationwide Fund Advisors PGIM Jennison Utility Fund Class A | — | — | — | $6K | <0.1% | |
| Nationwide Fund Advisors Invesco Energy Fund Investor Class | — | — | — | $6K | <0.1% | |
| Nationwide Fund Advisors Invesco Developing Markets Fund Class A | — | — | — | $3K | <0.1% | |
| Nationwide Fund Advisors Templeton Foreign Fund Class A | — | — | — | $2K | <0.1% | |
| Nationwide Fund Advisors Cariln Reams Cor Pls Bd I | — | — | — | $1K | <0.1% | |
| Nationwide Fund Advisors T. Rowe Price Capital Appreciation Fund | — | — | — | $46 | <0.1% | |
| Nationwide Fund Advisors BNY Mellon Appreciation Fund, Inc. | — | — | — | $24 | <0.1% | |
| Nationwide Fund Advisors Invesco Diversified Dividend Fund Investor Class | — | — | — | $17 | <0.1% | |
| Nationwide Fund Advisors American Funds New World Fund Class R-3 | — | — | — | $3 | <0.1% | |
| Nationwide Fund Advisors Franklin Templeton Developing Markets Trust | — | — | — | $1 | <0.1% |
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