Realm Idx 401(k) match, vesting and fees
What Realm Idx's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2023 medians for 1,063 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Realm Idx: employer contribution per participant | $3,001 | |
| Peer median | $2,419 |
| Realm Idx: average balance | $66,793 | |
| Peer median | $86,802 |
| Realm Idx: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $61.2M at the end of plan year 2021 to $106M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 1,738 | $106M | $4.8M | $3,001 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 1,182 | $56.3M | $3.7M | $3,487 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 1,167 | $61.2M | $3.6M | $3,547 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Realm Idx match 401(k) contributions?
The match terms for the Realm Idx, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2023 filing reports $4.8M in employer contributions, about $3,001 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Realm Idx 401(k) match vested?
The vesting schedule for the Realm Idx, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Realm Idx 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments Institutional. The plan administrator is Realm Idx, Inc..
I left Realm Idx. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Realm Idx, Inc., (949) 900-5585) or the recordkeeper, Fidelity Investments Institutional. The Realm Idx old 401(k) page lists the contacts from every plan filing. Find an old Realm Idx 401(k)
Data from the public Form 5500 annual reports Realm Idx filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Realm Idx. Not financial advice. Report a correction · Methodology