Sharon Edmondson signed Regus Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regus Management Group, LLC's EIN is 20-1975241.
Download the official 2024 Form 5500 (PDF) for Regus Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regus Management Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $46K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $17.9M | 13.7% | |
| Fidelity Investments Fidelity Advisor Freedom 2045 Fund K6 | Mutual Funds | — | — | $12.0M | 9.2% | |
| Fidelity Investments Fidelity Advisor Freedom 2050 Fund K6 | Mutual Funds | — | — | $11.5M | 8.8% | |
| Fidelity Investments Fidelity Advisor Freedom 2035 Fund K6 | Mutual Funds | — | — | $10.1M | 7.7% | |
| Fidelity Investments Fidelity Advisor Freedom 2055 Fund K6 | Mutual Funds | — | — | $9.2M | 7.1% | |
| JP Morgan Chase JP Morgan Large Cap Growth Fund | Other securities | — | — | $8.9M | 6.8% | |
| Fidelity Investments Fidelity Advisor Freedom 2040 Fund K6 | Mutual Funds | — | — | $8.4M | 6.5% | |
| Fidelity Investments Fidelity Advisor Freedom 2030 Fund K6 | Mutual Funds | — | — | $7.5M | 5.7% | |
| Fidelity Investments Fidelity Advisor Stable Value Portfolio I | Stable Value | — | — | $6.2M | 4.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $5.8M | 4.4% | |
| Fidelity Investments Fidelity Advisor Freedom 2025 Fund K6 | Mutual Funds | — | — | $4.8M | 3.7% | |
| Fidelity Investments Fidelity Advisor Freedom 2060 Fund K6 | Mutual Funds | — | — | $4.2M | 3.2% | |
| Loomis Sayles Loomis Sayles Small Cap Growth | Other securities | — | — | $3.9M | 3.0% | |
| Loomis Sayles Loomis Sayles Core Plus Bond | Other securities | — | — | $3.6M | 2.7% | |
| MFS Value Fund | Mutual Funds | — | — | $3.3M | 2.5% | |
| Participant Loans Interest from 5.25% to 10.50%, 1-10 year terms | Bonds / Notes | — | — | $2.7M | 2.0% | |
| MassMutual Select Mid Cap Growth | Other securities | — | — | $2.2M | 1.7% | |
| Hartford International Opportunities | Other securities | — | — | $1.9M | 1.4% | |
| Fidelity Investments Fidelity Advisor Freedom 2020 Fund K6 | Mutual Funds | — | — | $1.8M | 1.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2065 Fund K6 | Mutual Funds | — | — | $1.4M | 1.1% | |
| Principal Investment Principal Real Estate Securities Fund | Other securities | — | — | $1.3M | 1.0% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| American Century American Century Mid Cap Value Fund | Other securities | — | — | $1.1M | 0.8% | |
| American Beacon American Beacon Small Cap Value | Other securities | — | — | $967K | 0.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $902K | 0.7% | |
| JP Morgan Chase JP Morgan High Yield R6 | Other securities | — | — | $870K | 0.7% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $647K | 0.5% | |
| Fidelity Investments Fidelity Advisor Freedom 2010 Fund K6 | Mutual Funds | — | — | $452K | 0.3% | |
| Victory Capital Victory Trivalent International Small Cap Fund | Other securities | — | — | $342K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom 2015 Fund K6 | Mutual Funds | — | — | $330K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom Income Fund K6 | Mutual Funds | — | — | $309K | 0.2% | |
| Fidelity Investments Fidelity Government Money Market | Mutual Funds | — | — | $49K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
