Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REGAL WEALTH ADVISORS, LLC
EIN 84-1796233financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
21
108 FOXSHIRE DRIVE, STE 2 - LANCASTER, PA 17601717-205-1850regal-wealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
REGAL WEALTH ADVISORS CASH BALANCE PLAN
CashBalance
Assets$784K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
REGAL WEALTH ADVISORS 401(K) PLAN
401k
Assets$669K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | REGAL WEALTH ADVISORS CASH BALANCE PLAN | CashBalance | $784K | 10 | 2025 | |
| 001 | REGAL WEALTH ADVISORS 401(K) PLAN | 401k | $669K | 11 | 2025 |
Retirement plans