Robert McFarlane signed Regal Supply Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regal Supply Company's EIN is 44-0594939.
Download the official 2024 Form 5500 (PDF) for Regal Supply Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regal Supply Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | — | OVERLAND PARK, KS | ADVISOR | $66K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Mutual Funds | — | — | $4.4M | 25.4% | |
| VANGUARD INTERM-TERM BOND INDEX ADM | Mutual Funds | — | — | $2.3M | 13.3% | |
| VANGUARD DEVELOPED MKTS INDEX ADM | Mutual Funds | — | — | $1.7M | 10.1% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM | Mutual Funds | — | — | $1.6M | 9.1% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $1.3M | 7.5% | |
| MONEY MARKET VANGUARD FEDERAL MONEY MARKET INV | Mutual Funds | — | — | $1.3M | 7.5% | |
| FIDELITY LARGE CAP GROWTH INDEX | Mutual Funds | — | — | $981K | 5.7% | |
| VANGUARD SMALL-CAP INDEX ADM | Mutual Funds | — | — | $673K | 3.9% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $543K | 3.2% | |
| FIDELITY LARGE CAP VALUE INDEX | Mutual Funds | — | — | $445K | 2.6% | |
| FIDELITY SMALL CAP VALUE INDEX | Mutual Funds | — | — | $441K | 2.6% | |
| VANGUARD FTSE ALL-WORLD EXUS S/C IDX ADM | Mutual Funds | — | — | $343K | 2.0% | |
| DFA INFLATION-PROTECTED SEC PORT I | Mutual Funds | — | — | $341K | 2.0% | |
| FIDELITY SMALL CAP GROWTH INDEX | Mutual Funds | — | — | $277K | 1.6% | |
| FIDELITY MID CAP GROWTH INDEX | Mutual Funds | — | — | $203K | 1.2% | |
| FIDELITY MID CAP VALUE INDEX | Mutual Funds | — | — | $195K | 1.1% | |
| DFA INTRMD GOVT FIXED INCOME PORT I | Mutual Funds | — | — | $141K | 0.8% | |
| SS ISHARES S&P 500 INDEX K | Mutual Funds | — | — | $14K | <0.1% | |
| SS VANGUARD INTERM-TERM BOND INDEX ADM | Mutual Funds | — | — | $9K | <0.1% | |
| SS VANGUARD DEVELOPED MKTS INDEX ADM | Mutual Funds | — | — | $9K | <0.1% | |
| SS VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $7K | <0.1% | |
| SS VANGUARD EMERGING MKTS STOCK IDX ADM | Mutual Funds | — | — | $7K | <0.1% | |
| SS VANGUARD REAL ESTATE INDEX ADM | Mutual Funds | — | — | $3K | <0.1% | |
| FIDELITY SMALL CAP VALUE INDEX | Mutual Funds | — | — | $3K | <0.1% | |
| SS VANGUARD SMALL-CAP INDEX ADM | Mutual Funds | — | — | $2K | <0.1% | |
| SS VANGUARD FTSE ALL-WORLD EXUS S/C IDX | Mutual Funds | — | — | $2K | <0.1% | |
| SS DFA INFLATION-PROTECTED SEC PORT I | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACORD COX & SCOTT, LLC | 48-1138584 | — | AUDITOR | $9K | — |
