AUMdb

Regency Terrace South 401(k) Profit Sharing Plan

Sponsored by Regency Terrace South, Inc. D/B/A Hales Corner Care Center · EIN 391098276 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
136
With balances
136

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Frank Orzel Investment advisory (plan) $37,293
National Benefit Services, Inc Other fees $5,900