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Original filing (PDF)20251008162405NAL0005818977001
REAL MAGIC, INC.
Form 5500
FILING_RECEIVED
REAL MAGIC, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
224
Accounts w/ balance
371
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
85
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TCW Transform 500 ETF ** 160 Vanguard Total Stock Market ETF" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REAL MAGIC, INC..
Plan sponsor
Name
REAL MAGIC, INC.
EIN
84-1994648
Address
2106 BANBURY RD · RALEIGH, NC · 27608
Phone
(919) 423-4513
Industry
Data Processing, Hosting· 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
2025-10-08
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)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
HUGHES PITTMAN & GUPTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities· $5.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TCW Transform 500 ETF ** 160 Vanguard Total Stock Market ETF | — | — | — | $1.5M | 29.2% | |
| Vanguard FTSE Developed Markets | — | — | — | $1.1M | 20.7% | |
| SPDR Portfolio S&P 500 ETF | — | — | — | $925K | 18.2% | |
| Vanguard FTSE Emerging Markets | — | — | — | $371K | 7.3% | |
| iShares Core Total US Bond Market ETF | — | — | — | $326K | 6.4% | |
| SPDR Portfolio S&P 400 Mid Cap | — | — | — | $261K | 5.2% | |
| SPDR Portfolio S&P 600 Small Cap ETF | — | — | — | $194K | 3.8% | |
| iShares Trust iShares USD Green Bond ETF ** 124 Vanguard Total International Bond ETF | — | — | — | $72K | 1.4% | |
| Vanguard Value ETF | — | — | — | $70K | 1.4% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF ** 151 SPDR MSCI EAFE Fossil Fuel Free ETF ** 361 iShares Emerging Markets USD Bond ETF | — | — | — | $65K | 1.3% | |
| Goldman Sachs ActiveBeta US Large Cap Equity | — | — | — | $58K | 1.2% | |
| Vanguard Small‐Cap Value ETF | — | — | — | $23K | 0.5% | |
| Vanguard Dividend Appreciation ETF ** 778 Vanguard Mid‐Cap Value ETF | — | — | — | $21K | 0.4% | |
| Vanguard U.S. Large‐cap Growth Equity ETF | — | — | — | $12K | 0.2% | |
| Goldman Sachs ActiveBeta International Equity | — | — | — | $11K | 0.2% | |
| SPDR S&P Kensho New Economies Composite ETF | — | — | — | $9K | 0.2% | |
| Goldman Sachs ActiveBeta Europe Equity ETF | — | — | — | $7K | 0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF | — | — | — | $3K | <0.1% | |
| Schwab U.S. REIT ETF | — | — | — | $3K | <0.1% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF ** 538 iShares 0‐5 Year TIPS Bond ETF | — | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF | — | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity | — | — | — | $3K | <0.1% | |
| Vanguard Short‐Term Inflation‐Protected Securities ETF | — | — | — | $3K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF | — | — | — | $2K | <0.1% | |
| iShares Core MSCI EAFE ETF ** 276 JPMorgan Ultra‐Short Income | — | — | — | $1K | <0.1% | |
| iShares ESG Aware MSCI USA Small‐Cap ETF ** 135 Goldman Sachs TreasuryAccess 01 Year ETF | — | — | — | $1K | <0.1% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K‐1 ETF ** 779 iShares MSCI ACWI Low Carbon Target ETF | — | — | — | $1K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF ** 853 Goldman Sachs Access Investment Grade Corporate Bond ETF | — | — | — | $1K | <0.1% | |
| Vanguard LongTerm Government Bond | — | — | — | $1K | <0.1% |
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