How big is Regent Financial LLC's plan?

Regent Financial LLC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250626150306NAL0012993328001

Regent Financial LLC

Name: Regent Financial LLC — Regent Financial LLC 401(k), Form 5500 (2024)
Creator: Regent Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regent Financial LLC 401(k) Plan

401(k) retirement plan · Regent Financial LLC's Regent Financial LLC 401(k) Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

James a Boller signed Regent Financial LLC's 2024 Form 5500 as plan administrator.

James a Boller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Regent Financial LLC's EIN is 16-1527731.

EIN 16-1527731

Plan number 001

Plan year 2024

ACK ID 20250626150306NAL0012993328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Regent Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Regent Financial LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGENT FINANCIAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score