Plan Ledger DOL Form 5500 · updated monthly

Regal Ware, Inc.401(k)

REGAL WARE, INC. PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.23%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Regal Ware, Inc. reported $67,624 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,536 per active participant. 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 2 years on file its reported administrative ratio rose from 0.23% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 698th-largest of 1,936 plans among Wisconsin employers on file, and the 4,900th of 13,661 in manufacturing. In 2022, employees put in $3.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,700,744
Participants with balances234
Active participants130
Employer contributions$329,744
Employee contributions$1,138,660
Employer contribution per active participant$2,536
Average account balance$114,106
Benefits paid to participants$2,860,672
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 190 accts
2023$26.5M · 217 accts
2022$26.7M · 234 accts · $330K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,815
Investment management$43,237
Professional / advisory$8,572
Total administrative$67,624
The Regal Ware, Inc. 401(k) match · 2022
Employer contribution per active participant$2,536
Median for plans this size$2,266

Regal Ware, Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

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

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Administrative cost history3
2024$70,995 · 0.27%
2023$85,337 · 0.32%
2022$67,624 · 0.23%
All plans at this employer2
REGAL WARE, INC. PROFIT SHARING PLAN401(k)
REGAL WARE, INC. BARGAINING UNIT EMPLOYEES' PROFIT SHARING PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Lake Shore Systems, Inc. WI$27.1M · 0.24%
Exacto Spring Corp. WI$27.1M · 0.60%
Onetouchpoint Holdings, LLC WI$27.1M · 0.46%
Exponential Power, Inc. WI$27.0M · 0.52%
Teel Plastics, Inc. WI$26.6M · 0.42%
Shine Technologies, LLC WI$26.5M · 0.56%
Imperial Industries, Inc. WI$26.5M · 0.19%
Strohwig Industries, Inc. WI$26.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710678746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.