# Regent Bank 401(k) Plan
Source: https://planprovider.pro/companies/regent-bank-401k-plan

> Regent Bank's 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Regent Bank

- **Sponsor EIN:** 730376185

- **Sponsor Address:** 7136 S YALE AVENUE, TULSA, OK, 741366315

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

- **Total Participants:** 211

- **Total Assets:** $16.3M

## 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|211|$16.3M|$898,004|$1.4M|

| 2023|189|$13.1M|$829,028|$1.2M|

| 2022|178|$9.7M|$684,109|$1.0M|

## 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|

| STEVE BOWMAN|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|$84,196|—|$84,196|—|—|

| 2023|$63,410|—|$63,410|—|—|

| 2022|$50,337|—|$50,337|—|—|

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