How big is Regency Real Estate Brokers, Inc.'s plan?

Regency Real Estate Brokers, Inc.'s plan reported $141K in assets and 8 participants for 2024.

Original filing (PDF)20250627173137NAL0009988321001

Regency Real Estate Brokers, Inc.

Name: Regency Real Estate Brokers, Inc. — Regency Retireme, Form 5500 (2024)
Creator: Regency Real Estate Brokers, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regency Retirement Plan

401(k) retirement plan · Regency Real Estate Brokers, Inc.'s Regency Retirement Plan held $141K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

People on this filing

Kelly Finney signed Regency Real Estate Brokers, Inc.'s 2024 Form 5500 as plan administrator.

Kelly Finney — 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

Regency Real Estate Brokers, Inc.'s EIN is 33-0640958.

EIN 33-0640958

Plan number 001

Plan year 2024

ACK ID 20250627173137NAL0009988321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Regency Real Estate Brokers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Regency Real Estate Brokers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGENCY REAL ESTATE BROKERS, INC.

Finding similar companies…

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