Regency Enterprises 401(k) Savings & Investment Plan Trust
Sponsored by Regency Enterprises, Incorporated · EIN 953601775 · Plan #001
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 169
- With balances
- 264
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $30,782 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $30,051 |
| Baker Tilly Advisory Group, Lp | Accounting | $7,250 |
| Baker Tilly Us,Llp | Accounting | $7,250 |