Plan Snapshot
- Plan Sponsor: Regal Ware, INC.
- Sponsor EIN: 710678746
- Sponsor Address: 11270 WEST PARK PLACE, MILWAUKEE, WI, 53224
- Plan Type: DC
- Total Participants: 105
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 105 | $25.6M | $0 | $981,349 |
| 2023 | 115 | $26.5M | $0 | $1.1M |
| 2022 | 130 | $26.7M | $329,744 | $1.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $70,995 | $29,934 | $22,360 | — | — |
| 2023 | $85,337 | $45,548 | $25,475 | — | — |
| 2022 | $67,624 | $43,237 | $15,815 | — | $8,572 |