Regency Furniture 401(k) Plan
Sponsored by Regency Management Sservices · EIN 272059558 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 643
- With balances
- 170
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $26,548 |
| Raymond James & Associates Inc | Investment advisory (plan) | $13,342 |