Robert McFarlane signed Regal Supply Company's 2022 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 2022 Form 5500 (PDF) for Regal Supply Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Regal Supply Company's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCORD COX & SCOTT, LLC | 48-1138584 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pioneer Fundamental Growth A Pioneer 0 | Other securities | — | — | $5.3M | 31.8% | |
| BlackRock Liquidity Fund FedFund Mngt BlackRock 0 | Cash / Money Market | — | — | $2.5M | 15.0% | |
| BlackRock Impact Mortgage A BlackRock 0 | Other securities | — | — | $1.6M | 9.3% | |
| BlackRock Global Allocation Inv A BlackRock 0 | Other securities | — | — | $1.4M | 8.6% | |
| iShares S&P 500 Index K iShares 0 | Common Collective Trusts | — | — | $1.2M | 7.3% | |
| Federated Hermes Kaufmann Fund A Federated 0 | Other securities | — | — | $1.1M | 6.4% | |
| BlackRock Advantage SMID Cap A BlackRock 0 | Other securities | — | — | $706K | 4.2% | |
| Delaware Corporate Bond A Delaware 0 | Other securities | — | — | $544K | 3.3% | |
| GM Pioneer Fundamental Growth A Pioneer 0 | Other securities | — | — | $358K | 2.2% | |
| Allspring Small Company Growth A Allspring 0 | Common Stocks | — | — | $222K | 1.3% | |
| GM Virtus Vontobel Foreign Opport A Virtus 0 | Other securities | — | — | $218K | 1.3% | |
| GM Janus Henderson Global Equity Income Janus Henderson 0 | Mutual Funds | — | — | $209K | 1.3% | |
| GM PGIM Quant Solutions Mid-Cap Value A PGIM 0 | Other securities | — | — | $136K | 0.8% | |
| Western Asset Core Plus Bond A Legg Mason 0 | Other securities | — | — | $119K | 0.7% | |
| GM Federated Hermes Kaufmann Fund A Federated 0 | Other securities | — | — | $119K | 0.7% | |
| PGIM Quant Solutions Mid-Cap Value A PGIM 0 | Other securities | — | — | $105K | 0.6% | |
| Undiscovered Managers Behavioral Val A Undiscovered 0 | Other securities | — | — | $97K | 0.6% | |
| GM iShares S&P 500 Index K iShares 0 | Common Collective Trusts | — | — | $94K | 0.6% | |
| GM Undiscovered Manager Behavior Val A Undiscovered 0 | Other securities | — | — | $83K | 0.5% | |
| Virtus Vontobel Foreign Opport A Virtus 0 | Other securities | — | — | $76K | 0.5% | |
| Janus Henderson Global Equity Income A Janus Henderson 0 | Mutual Funds | — | — | $66K | 0.4% | |
| GM Allspring Small Company Growth A Allspring 0 | Common Stocks | — | — | $66K | 0.4% | |
| GM Delaware Corporate Bond A Delaware 0 | Other securities | — | — | $47K | 0.3% | |
| GM Western Asset Core Plus Bond A Legg Mason 0 | Other securities | — | — | $38K | 0.2% | |
| GM JPMorgan Government Bond A JP Morgan 0 | U.S. Treasuries | — | — | $19K | 0.1% | |
| GM BlackRock Impact Mortgage A BlackRock 0 | Other securities | — | — | $19K | 0.1% | |
| JPMorgan Government Bond A JP Morgan 0 | U.S. Treasuries | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
