Brandi Sheetz signed Regulus Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regulus Group, LLC's EIN is 33-1009928.
Download the official 2024 Form 5500 (PDF) for Regulus Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regulus Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO | 43-0345811 | — | ADVISOR | $74K | — |
| MESIROW FINANCIAL, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $7.1M | 12.9% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $6.8M | 12.3% | |
| Transamerica Life Insurance Co. STATE STEET PRTN SERIES WITH TA MOD GR RETOPT | Common Stocks | — | — | $5.7M | 10.4% | |
| TA VANGUARD LIFESTRATEGY MOD GR TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $5.7M | 10.4% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $3.5M | 6.3% | |
| HARTFORD DIVIDEND AND GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 109 | Pooled Separate Account | — | — | $2.9M | 5.2% | |
| Transamerica Life Insurance Co. MFS MASSACHUSETTES INVESTORS GR STK | Mutual Funds | — | — | $2.5M | 4.5% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 897 | Pooled Separate Account | — | — | $2.5M | 4.5% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $2.4M | 4.3% | |
| AMERICAN FDS NEW PERSPECTIVE RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $2.3M | 4.2% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $2.2M | 4.0% | |
| HARTFORD BALANCED INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 967 | Pooled Separate Account | — | — | $2.1M | 3.9% | |
| Transamerica Life Insurance Co. TRANSAMERICA STABLE VALUE CORE OPTION | Stable Value | — | — | $2.0M | 3.6% | |
| Transamerica Life Insurance Co. TRANSAMERICA BOND | Common Stocks | — | — | $1.9M | 3.5% | |
| TRANSAMERICA FLEX INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 787 | Pooled Separate Account | — | — | $1.9M | 3.5% | |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 870 | Pooled Separate Account | — | — | $1.6M | 3.0% | |
| STATE STREET RUSSELL SM CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $1.1M | 2.0% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $1.1M | 2.0% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $885K | 1.6% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 195 | Pooled Separate Account | — | — | $825K | 1.5% | |
| MFS INTL DIVERSIFICATION RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 124 | Pooled Separate Account | — | — | $720K | 1.3% | |
| Transamerica Life Insurance Co. STATE STEET PRTN SERIES WITH TA AGG GR RETOPT | Common Stocks | — | — | $712K | 1.3% | |
| TA VANGUARD LIFESTRATEGY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $712K | 1.3% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $705K | 1.3% | |
| DFA INFL-PRTCTD SEC POFOLIO OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $630K | 1.1% | |
| RANGE OF INTEREST RATES RANGE FROM * Participant Loans 4.25% TO 9.50% | Bonds / Notes | — | — | $540K | 1.0% | |
| LORD ABBETT HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 896 | Pooled Separate Account | — | — | $532K | 1.0% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $531K | 1.0% | |
| Transamerica Life Insurance Co. DFS U.S. TARGETED VALUE PORTFOLIO | Common Stocks | — | — | $488K | 0.9% | |
| DFA U.S. TRGTED VAL PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $488K | 0.9% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $402K | 0.7% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $330K | 0.6% | |
| Transamerica Life Insurance Co. HARTFROD INTERNATIONAL OPPORTUNITIES | Common Stocks | — | — | $303K | 0.5% | |
| HARTFORD INTL OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 946 | Pooled Separate Account | — | — | $303K | 0.5% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $289K | 0.5% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $274K | 0.5% | |
| STATE STREET U.S. BD IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $265K | 0.5% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $218K | 0.4% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $161K | 0.3% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $20K | <0.1% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| ADVISOR |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | AUDITOR | $25K | — |
