How big is Regis Financial Partners, LLC's plan?

Regis Financial Partners, LLC's plan reported $566K in assets and 6 participants for 2025.

Original filing (PDF)20260330103838NAL0014995968001

Regis Financial Partners, LLC

Name: Regis Financial Partners, LLC — Regis Financial, Form 5500 (2025)
Creator: Regis Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regis Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Regis Financial Partners, LLC's Regis Financial Partners, LLC 401(k) Plan held $566K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

People on this filing

Stephanie Alper-LISI signed Regis Financial Partners, LLC's 2025 Form 5500 as plan administrator.

Stephanie Alper-LISI — 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

Regis Financial Partners, LLC's EIN is 20-8083708.

EIN 20-8083708

Plan number 001

Plan year 2025

ACK ID 20260330103838NAL0014995968001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Regis Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Regis Financial Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

REGIS FINANCIAL PARTNERS, LLC

EIN

all filings

Address

2121 PONCE DELEON BLVD. · SUITE 1160 · CORAL GABLES, FL · 33134

Phone

(786) 884-0090

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator