Plan Snapshot
- Plan Sponsor: Regent University
- Sponsor EIN: 541061178
- Sponsor Address: 1000 REGENT UNIVERSITY DRIVE, VIRGINIA BEACH, VA, 23464
- Plan Type: DC
- Total Participants: 871
- Total Assets: $82.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 871 | $82.4M | $943,532 | $4.3M |
| 2023 | 817 | $76.7M | $904,311 | $3.9M |
| 2022 | 795 | $65.2M | $876,949 | $3.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,708 | — | $7,708 |
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,708
- Estimated Expense Ratio: 0.009% 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 | $8,458 | $8,458 | — | — | — |
| 2023 | $12,618 | $12,618 | — | — | — |
| 2022 | $10,912 | $10,912 | — | — | — |