Plan Snapshot
- Plan Sponsor: Regal Rexnord Corporation
- Sponsor EIN: 390875718
- Sponsor Address: 111 WEST MICHIGAN STREET, MILWAUKEE, WI, 53203
- Plan Type: 401(k)
- Total Participants: 3,178
- Total Assets: $304.9M
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 | 3,178 | $304.9M | $7.5M | $16.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $195,923 | — | $195,923 |
| MERCER (US) INC | NONE | $21,465 | — | $21,465 |
| FMR LLC DBA FIDELITY INVESTMENTS | NONE | $18,735 | — | $18,735 |
| AGILIS PARTNERS LLC | NONE | $8,750 | — | $8,750 |
| GRANT THORTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $244,873
- Estimated Expense Ratio: 0.080% 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 | $245,273 | $48,950 | — | — | — |