Plan Snapshot
- Plan Sponsor: Regency Management Sservices
- Sponsor EIN: 272059558
- Sponsor Address: 7900 CEDARVILLE ROAD, BRANDYWINE, MD, 20613
- Plan Type: 401(k)
- Total Participants: 643
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 643 | $3.4M | $0 | $383,903 |
| 2023 | 742 | $3.0M | $0 | $438,558 |
| 2022 | 173 | $2.4M | $0 | $459,755 |
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 |
|---|---|---|---|---|
| HANDWERGER, CARDEGNA, FUNKHOUSER &A | Auditor | — | — | $0 |
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 | $39,890 | $39,890 | — | — | — |
| 2023 | $38,775 | $11,161 | — | — | — |
| 2022 | $39,845 | — | $39,845 | — | — |