Plan Snapshot
- Plan Sponsor: Regal Ware, INC.
- Sponsor EIN: 710678746
- Sponsor Address: 11270 WEST PARK PLACE, MILWAUKEE, WI, 53224
- Plan Type: DC
- Total Participants: 125
- Total Assets: $14.6M
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 | 125 | $14.6M | $0 | $456,399 |
| 2023 | 127 | $15.2M | $0 | $468,359 |
| 2022 | 151 | $15.6M | $190,844 | $510,454 |
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 | $54,528 | $16,232 | $24,957 | — | — |
| 2023 | $67,820 | $24,270 | $30,133 | — | — |
| 2022 | $58,219 | $26,458 | $26,486 | — | $5,275 |