Plan Ledger DOL Form 5500 · updated monthly

Regalo International LLC401(k)

REGALO INTERNATIONAL LLC 401K PROFIT SHARING PLAN AND TRUST · LONGBOAT KEY, FL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Regalo International LLC reported $16,166 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,052 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 0.04% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Florida (2,264th of 3,644), and 3,447th of 4,246 in wholesale trade. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 94 to 108 since 2022.

Plan summary
Net assets, end of year$6,338,237
Participants with balances135
Active participants108
Employer contributions$221,576
Employee contributions$462,469
Employer contribution per active participant$2,052
Average account balance$46,950
Benefits paid to participants$573,243
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 135 accts · $222K emplr
2023$5.7M · 136 accts · $179K emplr
2022$5.0M · 112 accts · $44K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,617
Investment management$1,549
Total administrative$16,166
The Regalo International LLC 401(k) match · 2024
Employer contribution per active participant$2,052
Median for plans this size$1,313
2024$2,052 per active participant
2023$1,805 per active participant
2022$466 per active participant

Regalo International LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$14,616
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,166 · 0.27%
2023$2,218 · 0.04%
2022$2,000 · 0.04%
Same employer
Similar plansWholesale Trade · Florida
Florida Hardware LLC FL$6.5M · 0.04%
Douglas Machines Corp FL$6.4M · 0.12%
Wayne Densch, Inc. FL$6.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320232307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.