Original filing (PDF)20250929160417NAL0027205250001

REGIER CARR & MONROE, L.L.P.

Name: REGIER CARR & MONROE, L.L.P. — REGIER CARR & MONROE, L.L.P. SALARY DEFERRAL PLAN & TRUST, Form 5500 (2024)
Creator: REGIER CARR & MONROE, L.L.P.

Form 5500-SF

FILING_RECEIVED

REGIER CARR & MONROE, L.L.P. SALARY DEFERRAL PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGIER CARR & MONROE, L.L.P..

Plan sponsor

Name

REGIER CARR & MONROE, L.L.P.

EIN

48-0573184

Address

4801 E BROADWAY BLVD, SUITE 501 · TUCSON, AZ · 85711

Phone

(520) 624-8229

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

KAHN, BERMAN, SOLOMON, TAIBEL & MOGOL, P.A.

KAHN, BERMAN, SOLOMON, TAIBEL & MOGOL, P.A. 401K PROFIT SHARING PLAN

$11.7M · 33 participants

KEVIN A LAWRENCE AND ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS

KEVIN A LAWRENCE AND ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS 401K PROFIT SHARING PLAN

$11.7M · 3 participants

PESTA FINNIE & ASSOCIATES LLP

PESTA FINNIE & ASSOCIATES, LLP 401(K)/PROFIT SHARING PLAN

$11.7M · 43 participants

DUGAN & LOPATKA CPA'S P.C.

DUGAN & LOPATKA CPA'S P.C. 401(K) PROFIT SHARING PLAN AND TRUST

$11.7M · 44 participants