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Original filing (PDF)20250919141140NAL0002799728001
REGIONAL INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
REGIONAL INDUSTRIES 401(K) PLAN
401(k) retirement plan
Active participants
258
Accounts w/ balance
130
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGIONAL INDUSTRIES, LLC.
Plan sponsor
Name
REGIONAL INDUSTRIES, LLC
EIN
22-3558711
Address
800 EAST GRAND STREET · ELIZABETH, NJ · 07201
Phone
(908) 436-1966
Industry
Admin Support & Waste Mgmtsee 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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $3K | — |
Investments
32 direct securities · 1 pooled fund· $11.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.3M
32 holdings
Pooled Separate Account
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5.5M | 82.4% | |
| Vanguard 500 Index Admiral Pooled Separate Account | — | — | — | $1.0M | 15.1% | |
| Hartford MidCap R6 Pooled Separate Account | — | — | — | $647K | 9.7% | |
| American Funds Washington Mutual R6 Pooled Separate Account | — | — | — | $574K | 8.6% | |
| Vanguard Total Bond Market Index Adm Pooled Separate Account | — | — | — | $509K | 7.7% | |
| Empower Annuity Insurance Company of * America Insurance Company General Contract | — | — | — | $453K | 6.8% | |
| MassMutual Blue Chip Growth I Pooled Separate Account | — | — | — | $446K | 6.7% | |
| Participant Loans 9.50% - | — | — | — | $404K | 6.1% | |
| Invesco International Diverified R6 Pooled Separate Account | — | — | — | $294K | 4.4% | |
| Vanguard Mid Cap Index Admiral Pooled Separate Account | — | — | — | $214K | 3.2% | |
| Vanguard Total Intl Stock Index Admiral Pooled Separate Account | — | — | — | $199K | 3.0% | |
| Blackrock Equity Dividend K Pooled Separate Account | — | — | — | $195K | 2.9% | |
| IndexSelect Moderate 2045 Fund CL I Pooled Separate Account | — | — | — | $150K | 2.3% | |
| Blackrock Total Return K Pooled Separate Account | — | — | — | $150K | 2.3% | |
| American Funds New World R6 Pooled Separate Account | — | — | — | $149K | 2.2% | |
| Vanguard Small Cap Index Adm Pooled Separate Account | — | — | — | $128K | 1.9% | |
| American Funds Growth Fund of America R6 Pooled Separate Account | — | — | — | $122K | 1.8% | |
| IndexSelect Moderate Retire Fund CL I Pooled Separate Account | — | — | — | $112K | 1.7% | |
| Hartford Balanced Income R6 Pooled Separate Account | — | — | — | $103K | 1.6% | |
| PIMCO Income Instl Pooled Separate Account | — | — | — | $103K | 1.6% | |
| IndexSelect Moderate 2035 Fund CL I Pooled Separate Account | — | — | — | $65K | 1.0% | |
| IndexSelect Moderate 2055 Fund CL I Pooled Separate Account | — | — | — | $61K | 0.9% | |
| JPMorgan Small Cap Value R6 Pooled Separate Account | — | — | — | $46K | 0.7% | |
| Invesco Small Cap Growth R6 Pooled Separate Account | — | — | — | $46K | 0.7% | |
| Allspring Special Mid Cap Value R6 Pooled Separate Account | — | — | — | $43K | 0.6% | |
| IndexSelect Conservative 2035 Fund CL I Pooled Separate Account | — | — | — | $23K | 0.4% | |
| IndexSelect Aggressive 2045 Fund CL I Pooled Separate Account | — | — | — | $23K | 0.3% | |
| MassMutual Infl-Prot and Inc I Pooled Separate Account | — | — | — | $22K | 0.3% | |
| IndexSelect Aggressive 2055 Fund CL I Pooled Separate Account | — | — | — | $18K | 0.3% | |
| IndexSelect Conservative 2055 Fund CL I Pooled Separate Account 749 * IndexSelect Conservative Retirement Fund CL I Pooled Separate Account | — | — | — | $13K | 0.2% | |
| IndexSelect Aggressive Retirement Fund CL I Pooled Separate Account | — | — | — | $7K | 0.1% | |
| IndexSelect Conservative 2045 Fund CL I Pooled Separate Account | — | — | — | $5K | <0.1% | |
| IndexSelect Aggressive 2035 Fund CL I Pooled Separate Account | — | — | — | $3K | <0.1% |
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