Plan Snapshot
- Plan Sponsor: Regan Distributors, INC.
- Sponsor EIN: 951841451
- Sponsor Address: 1800 E. GARRY STREET SUITE 106, SANTA ANA, CA, 92705
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 8 | $1.1M | $0 | $50,154 |
| 2024 | 8 | $1.0M | $0 | $61,000 |
| 2023 | 8 | $1.0M | $0 | $0 |
| 2022 | 8 | $1.0M | $19,106 | $60,001 |