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

Regal Wealth Advisors, LLC's plan reported $613K in assets and 8 participants for 2024.

Original filing (PDF)20250605133751NAL0011930961001

Regal Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Regal Wealth Advisors Cash Balance Plan

Defined-benefit pension plan · Regal Wealth Advisors, LLC's Regal Wealth Advisors Cash Balance Plan held $613K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$613K

Net assets (EOY)

$613K

People on this filing

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

Michael N. Zimmerman — 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, LLC's EIN is 84-1796233.

EIN 84-1796233

Plan number 002

Plan year 2024

ACK ID 20250605133751NAL0011930961001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Regal Wealth Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGAL WEALTH ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score