Regis University Defined Contribution Plan
Sponsored by Regis University · EIN 840402707 · Plan #001
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 786
- With balances
- 1,322
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Participant-directed brokerage accounts
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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $227,355 |
| Advised Asset Group | Investment management | $60,759 |
| Empower Financial Services, Inc | Securities brokerage, Shareholder servicing fees, Distribution (12b-1) fees | $104 |