Back to filter
Original filing (PDF)20250917142022NAL0000745650001
REGIONAL ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
REGIONAL ENTERPRISES, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,225
Accounts w/ balance
1,509
Plan assets (EOY)
$137.7M
Net assets (EOY)
$137.7M
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGIONAL ENTERPRISES, INC..
Plan sponsor
Name
REGIONAL ENTERPRISES, INC.
EIN
39-1555837
Address
1615 MAPLE LANE · ASHLAND, WI · 54806
Phone
(715) 685-5520
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $122K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $46K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Offices of Physicians plans
ATLANTA WOMEN'S HEALTH GROUP, P.C.
ATLANTA WOMEN'S HEALTH GROUP, P.C. 401(K) RETIREMENT PLAN
$137.4M · 717 participants
WASHINGTON PERMANENTE MEDICAL GROUP
WASHINGTON PERMANENTE MEDICAL GROUP CASH BALANCE PENSION PLAN
$137.4M · 1,092 participants
UNIVERSITY ORTHOPEDICS, INC.
UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN
$138.1M · 625 participants
OGDEN CLINIC PROFESSIONAL CORPORATION
OGDEN CLINIC SAVINGS AND PROFIT SHARING PLAN
$137.1M · 1,478 participants
NORTHSIDE ANESTHESIA SERVICES, LLC
NORTHSIDE ANESTHESIA SERVICES, LLC PROFIT SHARING PLAN
$138.5M · 90 participants
WESTERN ANESTHESIOLOGY ASSOCIATES, INC.
WESTERN ANESTHESIOLOGY ASSOCIATES, INC. PROFIT SHARING RETIREMENT PLAN
$136.7M · 258 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B