Plan Snapshot
- Plan Sponsor: Regency Windsor Management, INC.
- Sponsor EIN: 371139254
- Sponsor Address: 2935 20TH STREET, VERO BEACH, FL, 32960
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 75 | $10.1M | $91,690 | $359,773 |
| 2023 | 67 | $8.2M | $89,297 | $325,865 |
| 2022 | 71 | $6.3M | $78,573 | $322,985 |