Regions Financial Corporation Retirement Plan
Sponsored by Regions Financial Corporation · EIN 630589368 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 257
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 94% | 2024 |
| The Wellington Grp Llc CRD 332803 | fuzzy_auto · 94% | 2024 |
| Cornerstone Investment Partners, Llc CRD 111753 | fuzzy_auto · 98% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legal & General Investment Manageme | Investment management, Direct payment from the plan | $455,984 |
| Telus Health | Participant communication, Direct payment from the plan | $421,675 |
| Callan Associates, Inc. | Consulting (general), Direct payment from the plan | $206,933 |
| Towers Watson Pennsylvania Inc | Actuarial, Direct payment from the plan, Recordkeeping fees | $205,310 |
| Wellington | Investment management, Direct payment from the plan | $192,530 |
| Cornerstone Investment Partners, Ll | Investment management, Direct payment from the plan | $124,448 |
| Mercer Human Resources | Actuarial, Consulting (pension), Direct payment from the plan | $116,006 |
| Dimensional Fund Advisors, Lp | Investment management fees (direct), Investment advisory (plan), Investment management | $36,713 |
| Warren Averett | Accounting, Direct payment from the plan | $33,000 |
| Atlanta Capital | Investment management, Direct payment from the plan | $28,646 |
| Ernst & Young | Accounting, Direct payment from the plan | $16,254 |
| Us Postmaster | Other services, Direct payment from the plan | $5,325 |