Plan Snapshot
- Plan Sponsor: Regal Marine Industries, INC.
- Sponsor EIN: 591273173
- Sponsor Address: 2300 JETPORT DRIVE, ORLANDO, FL, 32809
- Plan Type: 401(k)
- Total Participants: 649
- Total Assets: $30.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 649 | $30.1M | $701,093 | $2.1M |
| 2023 | 715 | $26.6M | $779,359 | $2.3M |
| 2022 | 805 | $22.8M | $573,956 | $1.8M |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $153,960 | — | $153,960 | — | — |
| 2023 | $148,359 | — | $148,359 | — | — |
| 2022 | $128,469 | — | $128,469 | — | — |