# Regal Rexnord Corporation 401(k) Plan
Source: https://planprovider.pro/companies/regal-rexnord-corporation-401k-plan-009

> Regal Rexnord Corporation's 401(k) plan: 3,178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/grant-thornton-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|—|—|—|

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