Megan Horton signed Regis Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regis Technologies, Inc.'s EIN is 36-1138305.
Download the official 2024 Form 5500 (PDF) for Regis Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regis Technologies, Inc.'s plan includes profit-sharing, 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 | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $2.6M | 13.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.4M | 12.1% | |
| Harbor Capital Appreciation Fund Institutional Class | Other securities | — | — | $2.4M | 11.8% | |
| JPMorgan U.S. Research Enhanced Equity Fund | Other securities | — | — | $1.5M | 7.3% | |
| Invesco Diversified Dividend Fund R5 | Mutual Funds | — | — | $1.2M | 5.9% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $1.2M | 5.8% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.1M | 5.6% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $1.0M | 5.2% | |
| Hartford International Opportunities Fund Class Y | Other securities | — | — | $986K | 4.9% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $814K | 4.1% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $800K | 4.0% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $788K | 3.9% | |
| Invesco Oppenheimer International Growth Fund | Mutual Funds | — | — | $484K | 2.4% | |
| Fidelity Value Fund | Mutual Funds | — | — | $471K | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $450K | 2.2% | |
| Fidelity Real Estate Invest Fund | Mutual Funds | — | — | $343K | 1.7% | |
| Fidelity Managed Income Portfolio Class 1 | Mutual Funds | — | — | $281K | 1.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $264K | 1.3% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $238K | 1.2% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $234K | 1.2% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $202K | 1.0% | |
| Janus Henderson Enterprise Fund Class T | Mutual Funds | — | — | $197K | 1.0% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $145K | 0.7% | |
| Participant loans Interest rates range from 4.25% to 9.50% - | Bonds / Notes | — | — | $48K | 0.2% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $46K | 0.2% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $34K | 0.2% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $24K | 0.1% | |
| JPMorgan U.S. Small Company Fund Class L | Common Stocks | — | — | $18K | <0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $16K | <0.1% | |
| MFS Blended Research Mid Cap Equity Fund R6 | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
