# Regulus Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/regulus-group-llc-401k-plan

> Regulus Group, LLC's 401(k) plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Regulus Group, LLC

- **Sponsor EIN:** 331009928

- **Sponsor Address:** 102 NORTH MAIN STREET, WOODSTOCK, VA, 22664

- **Plan Type:** 401(k)

- **Total Participants:** 241

- **Total Assets:** $55.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|241|$55.2M|$2.4M|$3.3M|

| 2023|222|$46.7M|$2.0M|$2.9M|

| 2022|212|$37.1M|$2.7M|$2.8M|

## 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|

| EDWARD D JONES & CO|ADVISOR|$73,689|—|$73,689|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$30,892|—|$30,892|

| PBMARES, LLP|AUDITOR|$25,004|—|$25,004|

| MESIROW FINANCIAL, INC.|ADVISOR|$10,032|—|$10,032|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — AUDITOR

- [MESIROW FINANCIAL, INC.](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $139,617

- **Estimated Expense Ratio:** 0.253% 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|$139,617|$83,721|—|$25,004|—|

| 2023|$138,905|$66,600|—|$16,500|—|

| 2022|$106,291|$64,896|—|—|$18,900|

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