Plan Snapshot
- Plan Sponsor: Regal Supply Company
- Sponsor EIN: 440594939
- Sponsor Address: 111 EAST 10TH AVENUE, NORTH KANSAS CITY, MO, 64116
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $17.2M
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 | 146 | $17.2M | $0 | $592,507 |
| 2023 | 128 | $15.9M | $227,347 | $567,516 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | ADVISOR | $65,546 | — | $65,546 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $13,946 | — | $13,946 |
| ACORD COX & SCOTT, LLC | AUDITOR | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,492
- Estimated Expense Ratio: 0.516% 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 | $93,446 | $65,546 | $11,332 | $9,000 | — |
| 2023 | $75,470 | $47,876 | $10,787 | $8,750 | — |