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

> Regal Rexnord Corporation&#39;s 401(k) plan: 4,996 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:** 4,996

- **Total Assets:** $656.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|4,996|$656.4M|$15.5M|$37.8M|

| 2023|5,144|$634.0M|$14.8M|$35.6M|

| 2022|5,339|$576.8M|$15.9M|$32.7M|

## 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|$387,401|—|$387,401|

| MERCER (US) INC|NONE|$59,535|—|$59,535|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GRANT THORNTON 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:** $446,936

- **Estimated Expense Ratio:** 0.068% 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|$448,535|$59,535|—|—|—|

| 2023|$402,147|—|—|—|—|

| 2022|$527,195|$81,250|—|—|$2,100|

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