Regal Wealth Advisors, LLC (EIN 84-1796233) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.1M in plan assets and 19 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Regal Wealth Advisors Cash Balance Plan | 002 | 8 | $613K |
| Regal Wealth Advisors 401(k) Plan | 001 | 11 | $461K |
84-1796233 is the Employer Identification Number (EIN) Regal Wealth Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
