Original filing (PDF)20250327160944NAL0029669808001

Regional Financial Group

Name: Regional Financial Group — Regional Financial Group, Form 5500 (2022)
Creator: Regional Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regional Financial Group 401(k) Plan

401(k) retirement plan · Regional Financial Group's Regional Financial Group 401(k) Plan filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 21.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Robert Green signed Regional Financial Group's 2022 Form 5500 as plan administrator.

Robert Green — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Regional Financial Group's EIN is 46-3604462.

EIN 46-3604462

Plan number 001

Plan year 2022

ACK ID 20250327160944NAL0029669808001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Regional Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Regional Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGIONAL FINANCIAL GROUP.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off