Retirement plan

REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Name: REGAN DISTRIBUTORS, INC. - REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: REGAN DISTRIBUTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN, REGAN DISTRIBUTORS, INC.

REGAN DISTRIBUTORS, INC.EIN 95-1841451Plan #002PY 2018

1800 E. GARRY STREET, SUITE 106 - SANTA ANA, CA 92705949-261-6262LinkedIn1-10 employeescomputer software

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$813K

+25.3% from 2015

Total participants

0.0% from 2015

Average account balance

$81,275

+25.3% from 2015

Annual return

-3.58%

-3.75 pp from 2015

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$135K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7504

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$770

$77 / participant

Other / not subdivided$770100.0%

% of EOY assets

0.095%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,275

$135,645-40.1%

$110,243-26.3%

$135,379-40.0%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

-3.58%

513.24%-516.8pp

314.76%-318.3pp

519.79%-523.4pp

Employer contribution / active EE

$700

$4,907-85.7%

$3,827-81.7%

$4,779-85.4%

Participant deferral / active EE

$5,150

$5,507-6.5%

$4,672+10.2%

$5,609-8.2%

Admin fee / account holder

$77

$11,458-99.3%

$8,548-99.1%

$10,828-99.3%

REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REGAN DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion