Plan Snapshot
- Plan Sponsor: Regis Technologies, INC.
- Sponsor EIN: 361138305
- Sponsor Address: 8210 AUSTIN AVE, MORTON GROVE, IL, 60053
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $20.0M
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 | $20.0M | $279,367 | $841,249 |
| 2023 | 93 | $18.5M | $289,251 | $900,435 |
| 2022 | 92 | $15.2M | $245,454 | $941,366 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $3,608 | $1,423 | — | — | — |
| 2023 | $4,451 | $832 | — | — | — |
| 2022 | $12,308 | $445 | — | — | — |