Plan Ledger DOL Form 5500 · updated monthly

Regal Supply Company401(k)

REGAL PLASTIC SUPPLY CO. 401(K) PSP & TRUST · NORTH KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.57%

Regal Supply Company reported $93,446 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.46% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 658th-largest of 1,393 plans among Missouri employers on file, and 2,144th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$17,163,080
Participants with balances145
Active participants146
Employer contributions—
Employee contributions$592,507
Employer contribution per active participant—
Average account balance$118,366
Benefits paid to participants$1,087,917
Plan auditUnmodified (clean) audit opinion
AuditorACORD COX & SCOTT, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$17.2M · 145 accts
2023$15.9M · 142 accts · $227K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,946
Investment management$65,546
Audit (IQPA)$9,000
Trustee / custodial$4,954
Total administrative$93,446
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NEWPORT GROUP, INC. · Recordkeeping$13,946
CREATIVE PLANNING · Investment advisory (participants) · Investment advisory (plan)$65,546
ACORD COX & SCOTT, LLC · Accounting / audit$9,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history2
2024$93,446 · 0.57%
2023$75,470 · 0.46%
All plans at this employer2
REGAL PLASTIC SUPPLY CO. 401(K) PSP & TRUST401(k)
REGAL PLASTICS SUPPLY CO. 401(K) PSP & TRUST401(k)
Same employer
Similar plansWholesale Trade · Missouri
Pro Food Systems, Inc. MO$17.8M · 0.40%
Ronnoco Coffee, LLC MO$17.3M · 0.52%
D & D Distributors, Lllp MO$14.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440594939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.