Regal Plastic Supply Co. 401(k) Psp & Trust
Sponsored by Regal Supply Company · EIN 440594939 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 146
- With balances
- 145
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (participants), Investment advisory (plan) | $65,546 |
| Newport Group, Inc. | Recordkeeping | $13,946 |
| Acord Cox & Scott, Llc | Accounting, Direct payment from the plan | $9,000 |