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Original filing (PDF)20251013162421NAL0000829203001
REGAL CUTTING TOOLS, INC.
Form 5500
FILING_RECEIVED
REGAL CUTTING TOOLS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
104
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGAL CUTTING TOOLS, INC..
Plan sponsor
Name
REGAL CUTTING TOOLS, INC.
EIN
20-4780971
Address
5330 EAST ROCKTON ROAD · ROSCOE, IL · 61073
Phone
(815) 389-6504
Industry
Manufacturingsee all
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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DJA CPAS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL | 41-0944586 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWAYNE JOHNSON & ASSOCIATES, S.C. | 39-1750654 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
19 direct securities· $7.1M(95% of reported assets)
Uncategorized
$5.8M
18 holdings
Mutual Funds
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Management Trust Company Fid Freedom 2025 K6 n/a | Mutual Funds | — | — | $1.3M | 17.8% | |
| Fidelity Management Trust Company Fid 500 Index n/a | — | — | — | $1.3M | 17.4% | |
| Fidelity Management Trust Company Fid Freedom 2030 K6 n/a | — | — | — | $1.1M | 15.1% | |
| Fidelity Management Trust Company Fid Freedom 2020 K6 n/a | — | — | — | $947K | 12.7% | |
| Fidelity Management Trust Company Fid Freedom 2035 K6 n/a | — | — | — | $502K | 6.7% | |
| Fidelity Management Trust Company AF Balanced R6 n/a | — | — | — | $469K | 6.3% | |
| Fidelity Management Trust Company Fid Govt MMKT K6 n/a | — | — | — | $368K | 4.9% | |
| Fidelity Management Trust Company Fid Freedom 2055 K6 n/a | — | — | — | $165K | 2.2% | |
| Fidelity Management Trust Company Fid Freedom Inc K6 n/a | — | — | — | $144K | 1.9% | |
| Fidelity Management Trust Company AF Amer Mutual R6 n/a | — | — | — | $136K | 1.8% | |
| Fidelity Management Trust Company Fid Freedom 2050 K6 n/a | — | — | — | $125K | 1.7% | |
| Fidelity Management Trust Company Fid Freedom 2045 K6 n/a | — | — | — | $120K | 1.6% | |
| Fidelity Management Trust Company Fid Freedom 2060 K6 n/a | — | — | — | $115K | 1.5% | |
| Fidelity Management Trust Company Fid Freedom 2040 K6 n/a | — | — | — | $79K | 1.1% | |
| Fidelity Management Trust Company Fid Growth Strategy K6 n/a | — | — | — | $54K | 0.7% | |
| Fidelity Management Trust Company TRP Large-Cap Grth I n/a | — | — | — | $54K | 0.7% | |
| Fidelity Management Trust Company Fid Freedom 2015 K6 n/a | — | — | — | $32K | 0.4% | |
| Fidelity Management Trust Company Fid Freedom 2065 K6 n/a | — | — | — | $29K | 0.4% | |
| Fidelity Management Trust Company Fid Low Priced Stk n/a | — | — | — | $26K | 0.3% |