Regus Management Group, Llc 401(k) Savings Plan
Sponsored by Regus Management Group, Llc · EIN 201975241 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 2,561
- With balances
- 3,694
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $46,085 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$94,518 |