# Regal Automotive Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/regal-automotive-group-inc-401k-plan

> Regal Automotive Group, INC.'s 401(k) plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Regal Automotive Group, INC.

- **Sponsor EIN:** 591671530

- **Sponsor Address:** 925 BARTOW ROAD, LAKELAND, FL, 33801

- **Plan Type:** 401(k)

- **Total Participants:** 338

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|338|$8.0M|$255,607|$899,191|

| 2023|294|$7.7M|$278,457|$939,776|

| 2022|269|$7.3M|$0|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$18,285|—|$18,285|

| ASSURANCE DIMENSIONS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ASSURANCE DIMENSIONS, LLC](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,285

- **Estimated Expense Ratio:** 0.229% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$19,883|$1,598|—|—|—|

| 2023|$32,144|—|—|—|—|

| 2022|$12,592|$9,555|$3,037|—|—|

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