How big is Registry Partners Incorporated's plan?

Registry Partners Incorporated's plan reported $6.2M in assets and 371 participants for 2024.

Original filing (PDF)20251003103853NAL0000795715001

Registry Partners Incorporated

Name: Registry Partners Incorporated — Registry Partners, Form 5500 (2024)
Creator: Registry Partners Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Registry Partners Incorporated 401(k) Profit Sharing Plan

401(k) retirement plan · Registry Partners Incorporated's Registry Partners Incorporated 401(k) Profit Sharing Plan held $6.2M in plan assets for 371 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

371

Accounts w/ balance

185

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Ronda HOWE signed Registry Partners Incorporated's 2024 Form 5500 as plan administrator.

Ronda HOWE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Registry Partners Incorporated's EIN is 11-3644893.

EIN 11-3644893

Plan number 001

Plan year 2024

ACK ID 20251003103853NAL0000795715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Registry Partners Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Registry Partners Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGISTRY PARTNERS INCORPORATED.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

REGISTRY PARTNERS INCORPORATED

DBA

REGISTRY PARTNERS INCORPORATED

EIN

all filings

Address

2607 HOLLY HILL ST SUITE D · BURLINGTON, NC · 27215

Phone

(336) 226-3359

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

29 direct securities· $6.2M(100% of reported assets)

Mutual Funds

$5.3M

21 holdings

Common Collective Trusts

$706K

1 holding

Other securities

$205K

6 holdings

U.S. Treasuries

$56K

1 holding

					% of plan
Fidelity Freedom 2030 K6	Mutual Funds	—	—	$972K	15.6%
Fidelity Freedom 2040 K6	Mutual Funds	—	—	$716K	11.5%
Fidelity Freedom 2045 K6	Mutual Funds	—	—	$710K	11.4%
Fidelity 500 Index	Common Collective Trusts	—	—	$706K	11.3%
Fidelity Freedom 2050 K6	Mutual Funds	—	—	$433K	6.9%
Fidelity Blue Chip Growth K6	Mutual Funds	—	—	$386K	6.2%
Fidelity Freedom 2055 K6	Mutual Funds	—	—	$303K	4.9%
Fidelity Freedom 2035 K6	Mutual Funds	—	—	$302K	4.8%
American Funds American Mutual R6	Mutual Funds	—	—	$230K	3.7%
Fidelity Government Money Market K6	Mutual Funds	—	—	$230K	3.7%
Fidelity Global ex U.S. Index	Mutual Funds	—	—	$212K	3.4%
Fidelity Freedom 2025 K6	Mutual Funds	—	—	$149K	2.4%
Fidelity Total Bond K6	Mutual Funds	—	—	$139K	2.2%
RBC Emerging Markets Equity R6	Other securities	—	—	$108K	1.7%
Fidelity Freedom 2020 K6	Mutual Funds	—	—	$93K	1.5%
Fidelity Mid Cap Index	Mutual Funds	—	—	$92K	1.5%
Fidelity International Capital Appreciation K6	Mutual Funds	—	—	$86K	1.4%
Fidelity Freedom 2060 K6	Mutual Funds	—	—	$77K	1.2%
JPMorgan Government Bond R6	U.S. Treasuries	—	—	$56K	0.9%
Fidelity U.S. Bond Index	Mutual Funds	—	—	$41K	0.7%
Fidelity Small Cap Index	Mutual Funds	—	—	$39K	0.6%
MFS Mid Cap Growth R6	Mutual Funds	—	—	$38K	0.6%
Alliance Bernstein Small Cap Growth Z	Other securities	—	—	$31K	0.5%
Allspring Special Small Cap Value R6	Other securities	—	—	$22K	0.4%
Fidelity Inflation-Protected Bond Index	Mutual Funds	—	—	$22K	0.4%
Cohen & Steers Realty Shares Z	Other securities	—	—	$16K	0.3%
American Century Mid Cap Value R6	Other securities	—	—	$15K	0.2%
Columbia Contrarian Core Fund Class I3	Other securities	—	—	$14K	0.2%
Fidelity Freedom 2065 K6	Mutual Funds	—	—	$7K	0.1%