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Original filing (PDF)20250915083407NAL0000575203001

REGISTERED AGENTS, INC.

Form 5500
FILING_RECEIVED
REGISTERED AGENTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,105
Accounts w/ balance
647
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
27 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
  • 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
  • Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGISTERED AGENTS, INC..
Plan sponsor
Name
REGISTERED AGENTS, INC.
EIN
45-4233872
Address
30 N GOULD ST, STE 7001 · SHERIDAN, WY · 82801
Phone
(208) 773-7717
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY WORKPLACE SERVICES LLC04-3532603RECORDKEEPER$992

Investments

27 direct securities· $11.5M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FID FDM IDX 2055 IPR Mutual Fund N/A$2.0M17.5%
FID FDM IDX 2060 IPR Mutual Fund N/A$1.6M14.2%
FID 500 INDEX Mutual Fund N/A$1.5M12.7%
FID FDM IDX 2050 IPR Mutual Fund N/A$1.3M11.4%
FID FDM IDX 2045 IPR Mutual Fund N/A$1.2M10.7%
FID FDM IDX 2040 IPR Mutual Fund N/A$741K6.4%
FID LG CAP GR IDX Mutual Fund N/A$616K5.3%
FID FDM IDX 2065 IPR Mutual Fund N/A$554K4.8%
FID FDM IDX 2035 IPR Mutual Fund N/A$457K4.0%
FID FDM IDX 2030 IPR Mutual Fund N/A$247K2.1%
FID GLB EX US IDX Mutual Fund N/A$195K1.7%
FID US BOND IDX Mutual Fund N/A$167K1.5%
FID LG CAP VAL IDX Mutual Fund N/A$134K1.2%
FID MID CAP IDX Mutual Fund N/A$126K1.1%
FID FDM IDX 2070 IPR Mutual Fund N/A 469 * FID FDM IDX 2010 IPR Mutual Fund N/A 88 Common Stock, Mutual Funds, Self-Directed Brokerage Accounts Money Market Mutual Fund N/A$102K0.9%
FID EMRG MKTS IDX Mutual Fund N/A$75K0.6%
FID SM CAP IDX Mutual Fund N/A$74K0.6%
FID MID CAP GR IDX Mutual Fund N/A$73K0.6%
FID GOVT MMKT K6 Money Market Mutual Fund N/A$69K0.6%
FID MID CAP VAL IDX Mutual Fund N/A$50K0.4%
FID FDM IDX 2025 IPR Mutual Fund N/A$47K0.4%
FID SM CAP GR IDX Mutual Fund N/A$45K0.4%
FID SM CAP VAL IDX Mutual Fund N/A$31K0.3%
FID REAL ESTATE IDX Mutual Fund N/A$31K0.3%
FID INFL PR BD IDX Mutual Fund N/A$19K0.2%
FID FDM IDX 2020 IPR Mutual Fund N/A$4K<0.1%
FID FDM IDX INC IPR Mutual Fund N/A$2K<0.1%

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