Plan Snapshot
- Plan Sponsor: Regional Management Corp.
- Sponsor EIN: 570847115
- Sponsor Address: 979 BATESVILLE ROAD SUITE B, GREER, SC, 29651
- Plan Type: 401(k)
- Total Participants: 1,671
- Total Assets: $42.6M
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 | 1,671 | $42.6M | $2.7M | $4.3M |
| 2023 | 1,687 | $36.1M | $2.4M | $4.0M |
| 2022 | 1,446 | $26.2M | $2.2M | $3.4M |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, LLC — 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 | $167,068 | $86,754 | — | — | — |
| 2023 | $133,528 | $71,626 | — | — | — |
| 2022 | $114,557 | — | $114,557 | — | — |