AUMdb

Regal Ware, Inc. Bargaining Unit Employees' Profit Sharing Plan

Sponsored by Regal Ware, Inc. · EIN 710678746 · Plan #009

Total assets
$14.6M
Net assets
$14.6M
Active participants
125
With balances
220

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $32,487
Francis Investment Counsel Investment advisory (plan), Direct payment from the plan $30,448
Newport Trust Company Trustee (individual), Trustee (institutional), Trustee (directed) $5,809