Original filing (PDF)20251007152903NAL0004981505001

SOMERSET REGAL BANK

Name: SOMERSET REGAL BANK — SOMERSET REGAL BANK EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SOMERSET REGAL BANK

Form 5500

FILING_RECEIVED

SOMERSET REGAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

100% in single holding100% employer stockHigh average account balanceNo recordkeeper disclosed

Active participants

102

Accounts w/ balance

118

Plan assets (EOY)

$9.0M

Net assets (EOY)

$2.2M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Plan health

Vendor & structure

100

Knocking points off

100% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOMERSET REGAL BANK.

Plan sponsor

Name

SOMERSET REGAL BANK

EIN

22-0784760

Address

220 WEST UNION AVE · BOUND BROOK, NJ · 08805

Phone

(732) 560-1700

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

EISNER AMPER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $9.0M(100% of reported assets)

PI						% of plan
	SR Bancorp Inc. 759,729 shares	Common Stock	—	$7.6M	$9.0M	100.0%

1–1 of 1

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