Plan Snapshot
- Plan Sponsor: Regent Properties LLC
- Sponsor EIN: 260224141
- Sponsor Address: 12100 WILSHIRE BLVD - SUITE 1750, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 94 | $7.2M | $181,735 | $689,779 |
| 2023 | 94 | $5.5M | $213,160 | $664,069 |
| 2022 | 110 | $6.0M | $161,244 | $571,178 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,530 | $12,294 | $13,824 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,824
- Estimated Expense Ratio: 0.191% of plan assets
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 | $412,002 | — | $3,013 | — | — |
| 2023 | $1,616,668 | — | $2,734 | — | — |
| 2022 | $58,072 | — | $150 | — | — |