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Original filing (PDF)20251014143740NAL0004250880001
REGENCY PACIFIC MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
REGENCY PACIFIC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~114 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,358
Accounts w/ balance
859
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 114 bps in Schedule C fees — 119% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGENCY PACIFIC MANAGEMENT, LLC.
Plan sponsor
Name
REGENCY PACIFIC MANAGEMENT, LLC
DBA
REGENCY PACIFIC
EIN
26-4432432
Address
3326 160TH AVENUE SE · SUITE 120 · BELLEVUE, WA · 98008
Phone
(425) 392-4066
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SWEENEY CONRAD, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $38K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | NONE | $24K | — |
| CAPFINANCIAL PARTNERS, LLC (DBA)CAP | 26-0058143 | — | NONE | $15K | — |
| TRUTINA FINANCIAL | 47-0995939 | — | NONE | $920 | — |
Investments
34 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of issue, Description of investment including in- borrower, lessor, or maturity date, rate of interest, Current interest other similar party collateral, par or maturity value Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $931K | 13.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $924K | 13.4% | |
| Fidelity 500 Fund Mutual Fund | — | — | — | $759K | 11.0% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $744K | 10.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $406K | 5.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $371K | 5.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $359K | 5.2% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $292K | 4.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $292K | 4.2% | |
| Standard Stable Asset Fund Guaranteed Investment Contract | — | — | — | $245K | 3.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $204K | 3.0% | |
| Vanguard Developed Markets Fund Mutual Fund | — | — | — | $197K | 2.9% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $162K | 2.3% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $137K | 2.0% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $126K | 1.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $124K | 1.8% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $106K | 1.5% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund | — | — | — | $100K | 1.4% | |
| Notes receivable from participants Mature through 2034, with | — | — | — | $75K | 1.1% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $70K | 1.0% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $58K | 0.8% | |
| Vanguard Small Cap Value Fund Mutual Fund | — | — | — | $54K | 0.8% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $48K | 0.7% | |
| Schwab FDMTL INTL Large Company Fund Mutual Fund | — | — | — | $47K | 0.7% | |
| Vanguard Mid-Cap Value Fund Mutual Fund | — | — | — | $13K | 0.2% | |
| American Century Government Bond Fund Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Principal Real Estate Securities Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| a(2) Total number of active participants at the end of the plan year ........................................................................................ 6a(2) | — | — | — | $2K | <0.1% | |
| 6 Number of participants as of the end of the plan year unless otherwise stated (welfare plans complete only lines 6a(1), 6a(2), 6b, 6c, and 6d). a(1) Total number of active participants at the beginning of the plan year ............................................................................... 6a(1) | — | — | — | $2K | <0.1% |
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