Plan Snapshot
- Plan Sponsor: Regional Enterprises, INC.
- Sponsor EIN: 391555837
- Sponsor Address: 1615 MAPLE LANE, ASHLAND, WI, 54806
- Plan Type: 403(b)
- Total Participants: 1,225
- Total Assets: $137.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,225 | $137.7M | $4.1M | $7.7M |
| 2023 | 1,151 | $118.7M | $3.7M | $6.9M |
| 2022 | 1,027 | $97.8M | $3.3M | $6.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $122,018 | — | $122,018 |
| VANGUARD ADVISERS INC. | Recordkeeper | $45,676 | — | $45,676 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- VANGUARD ADVISERS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,694
- Estimated Expense Ratio: 0.122% 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 | $169,153 | — | — | — | — |
| 2023 | $152,534 | — | — | — | — |
| 2022 | $138,118 | — | — | — | — |