Regulus 401(k)
Sponsored by Regulus Group, Llc · EIN 331009928 · Plan #002
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 241
- With balances
- 282
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co | Consulting (general), Insurance services, Investment advisory (plan) | $73,689 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $30,892 |
| Pbmares, Llp | Accounting, Direct payment from the plan | $25,004 |
| Mesirow Financial, Inc. | Consulting (general), Insurance services, Investment advisory (plan) | $10,032 |