# Regal Supply Company 401(k) Plan
Source: https://planprovider.pro/companies/regal-supply-company-401k-plan-001

> Regal Supply Company's 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

## Similar Plans

- [Bunzl Usa, LLC](https://planprovider.pro/companies/bunzl-usa-llc-plan-003) — 143 participants

- [Gold Crest Distributing, LLC](https://planprovider.pro/companies/gold-crest-distributing-llc-401k-plan) — 97 participants

- [Pro-Med, LLC](https://planprovider.pro/companies/pro-med-llc-plan) — 18 participants

- [State Beauty Supply Central Mo., INC.](https://planprovider.pro/companies/state-beauty-supply-central-mo-inc-401k-plan) — 8 participants

- [Ray Lindsey Company](https://planprovider.pro/companies/ray-lindsey-company-plan) — 8 participants

- [Tricorbraun INC.](https://planprovider.pro/companies/tricorbraun-inc-401k-plan) — 1,048 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/regal-supply-company-401k-plan-001)

© 2026 PlanProvider.Pro