Sares Regis Group 401(k) Plan
Sponsored by Sares Regis Operating Company, Lp · EIN 330550001 · Plan #001
- Total assets
- $91.5M
- Net assets
- $91.5M
- Active participants
- 1,071
- With balances
- 1,322
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $174,795 |
| Moss Adams | Accounting, Investment advisory (plan), Direct payment from the plan | $21,200 |
| Nfp Retirement | Investment advisory (plan), Direct payment from the plan, Other fees | $4,279 |