Rego Restaurants 401(k) Plan
Sponsored by Rego Intermediate Holdings Company Llc · EIN 823336580 · Plan #001
- Total assets
- $19.0M
- Net assets
- $18.9M
- Active participants
- 1,030
- With balances
- 409
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Jocelyn Investment Management, Llc CRD 323831 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $54,587 |
| Jocelyn Investment Management Llc | Investment advisory (plan), Consulting fees | $24,332 |