Regions Financial Corporation Retirement Plan For Associates
Sponsored by Regions Financial Corporation · EIN 630589368 · Plan #013
- Total assets
- $708M
- Net assets
- $708M
- Active participants
- 2,008
- 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 |
| Cornerstone Investment Partners, Llc CRD 111753 | fuzzy_auto · 98% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newton Investment Management | Copying and duplicating, Direct payment from the plan | $281,285 |
| Telus Health | Participant communication, Direct payment from the plan | $249,318 |
| Legal & General Investment Manageme | Investment management, Direct payment from the plan | $203,034 |
| Wellington | Custodial (other), Direct payment from the plan | $198,501 |
| Towers Watson | Actuarial, Direct payment from the plan, Recordkeeping fees | $178,129 |
| Callan Associates Inc | Consulting (general), Direct payment from the plan | $123,912 |
| Cornerstone Investment Partners, Ll | Investment management, Direct payment from the plan | $113,130 |
| Mercer Human Resources | Actuarial, Consulting (pension), Direct payment from the plan | $102,789 |
| Dimensional Fund Advisors Lp | Investment advisory (plan), Investment management, Investment management fees (direct) | $37,805 |
| Warren Averett | Accounting, Direct payment from the plan | $33,000 |
| Atlanta Capital | Custodial (other), Direct payment from the plan | $24,563 |
| Ernst & Young | Accounting, Direct payment from the plan | $16,254 |