Realty Income Retirement Savings Plan
Sponsored by Realty Income Corporation · EIN 330580106 · Plan #002
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 404
- With balances
- 484
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Consulting (pension), Direct payment from the plan | $59,891 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $43,333 |
| Regions Bank Dba Regions Trust | Recordkeeping, Trustee (institutional), Other services | $13,920 |
| Jgd & Associates Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $12,250 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |