Plan Ledger DOL Form 5500 · updated monthly

Regency Plus, Inc.401(k)

REGENCY PLUS, INC. 401(K) PROFIT SHARING PLAN · MOUNT CARMEL, PA · plan year 2022

Reported admin expense ratio · 2022
1.48%

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

Regency Plus, Inc. reported $7,250 in plan administrative expenses for 2022: 1.48% of average plan assets, above the peer median. Employer contributions averaged $1,024 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (3,574th of 3,651), and 13,469th of 13,661 in manufacturing. In 2022, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$488,899
Participants with balances82
Active participants80
Employer contributions$81,886
Employee contributions$177,096
Employer contribution per active participant$1,024
Average account balance$5,962
Benefits paid to participants$21,070
Plan auditUnmodified (clean) audit opinion
AuditorROBERT ROSSI & CO.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,250
Total administrative$7,250
The Regency Plus, Inc. 401(k) match · 2022
Employer contribution per active participant$1,024
Median for plans this size$331

Regency Plus, Inc.'s 2022 employer contribution ran above the $331 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history1
2022$7,250 · 1.48%
Similar plansManufacturing · Pennsylvania
Aah Acquisitions, LLC PA$935K · 0.19%
Clinton Industries Inc PA$713K · 0.05%
Cpc Airport Phl LLC PA$495K · 1.24%
Canopy Foods Inc PA$445K · 0.77%
Calypso Enterprises, LLC PA$442K · 3.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232962257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.