Plan Snapshot
- Plan Sponsor: Regency Pacific Management, LLC
- Sponsor EIN: 264432432
- Sponsor Address: 3326 160TH AVENUE SE, BELLEVUE, WA, 98008
- Plan Type: 401(k)
- Total Participants: 2,358
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,358 | $6.9M | $3,164 | $1.5M |
| 2023 | 2,250 | $5.2M | $0 | $885,904 |
| 2022 | 2,104 | $4.1M | $0 | $872,724 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | 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 | $78,177 | $16,109 | $62,068 | — | — |
| 2023 | $60,094 | $15,110 | $28,626 | $16,358 | — |
| 2022 | $43,804 | $18,181 | $25,623 | — | — |