# Regency Centers 401(k) Plan
Source: https://planprovider.pro/companies/regency-centers-401k-plan

> Regency Centers&#39;s 401(k) plan: 489 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Regency Centers

- **Sponsor EIN:** 593191743

- **Sponsor Address:** ONE INDEPENDENT DRIVE, JACKSONVILLE, FL, 32202

- **Plan Type:** 401(k)

- **Total Participants:** 489

- **Total Assets:** $165.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|489|$165.2M|$5.7M|$5.5M|

| 2023|482|$140.4M|$5.3M|$4.9M|

| 2022|431|$123.9M|$4.5M|$4.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$143,320|$48,113|$95,207|—|—|

| 2023|$133,084|$36,122|$96,962|—|—|

| 2022|$131,154|—|$76,169|—|$54,985|

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