Savings Plan For Employees Of Real Estate One, Inc.
Sponsored by Real Estate One, Inc. · EIN 381903424 · Plan #001
- Total assets
- $42.6M
- Net assets
- $42.6M
- Active participants
- 496
- With balances
- 507
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plante & Moran, Pllc | Accounting | $29,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,321 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | -$25,876 |