Regent Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Regent Partners, LLC
  • Sponsor EIN: 581521001
  • Sponsor Address: 3340 PEACHTREE ROAD NE, ATLANTA, GA, 30326
  • Plan Type: 401(k)
  • Total Participants: 29
  • Total Assets: $13.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$13.3M$129,546$357,510
202328$11.1M$111,768$344,730
202228$9.0M$244,478$342,583

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