How big is Regal Wealth Advisors SC, LLC's plan?

Regal Wealth Advisors SC, LLC's plan reported $444K in assets and 5 participants for 2024.

Original filing (PDF)20250702144354NAL0007683859001

Regal Wealth Advisors SC, LLC

Name: Regal Wealth Advisors SC, LLC — Regal Wealth, Form 5500 (2024)
Creator: Regal Wealth Advisors SC, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regal Wealth Advisors SC, LLC 401(k) PS Plan

401(k) retirement plan · Regal Wealth Advisors SC, LLC's Regal Wealth Advisors SC, LLC 401(k) PS Plan held $444K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

People on this filing

Michael McCarthy signed Regal Wealth Advisors SC, LLC's 2024 Form 5500 as plan administrator.

Michael McCarthy — 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

Regal Wealth Advisors SC, LLC's EIN is 82-4307871.

EIN 82-4307871

Plan number 001

Plan year 2024

ACK ID 20250702144354NAL0007683859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Regal Wealth Advisors SC, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Regal Wealth Advisors SC, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGAL WEALTH ADVISORS SC, LLC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score