Plan Snapshot
- Plan Sponsor: Regus Management Group, LLC
- Sponsor EIN: 201975241
- Sponsor Address: 15305 N. DALLAS PARKWAY, ADDISON, TX, 75001
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4,057
- Total Assets: $154.8M
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. |
|---|---|---|---|---|
| 2025 | 4,057 | $154.8M | $0 | $0 |
| 2024 | 2,561 | $130.6M | $3.1M | $9.3M |
| 2023 | 2,300 | $114.9M | $2.3M | $8.4M |
| 2022 | 2,352 | $100.6M | $2.0M | $7.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $178,504 | — | $178,504 |
| CAPFINANCIAL PARTNERS LLC | Investment Advisor | $46,085 | — | $46,085 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $224,589
- Estimated Expense Ratio: 0.145% 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 |
|---|---|---|---|---|---|
| 2025 | $13,303,346 | $46,088 | — | — | — |
| 2024 | -$48,433 | $46,085 | — | — | — |
| 2023 | $105,334 | $45,928 | — | — | — |
| 2022 | $35,226 | — | — | — | — |