How big is Regency Management Service, LLC's plan?

Regency Management Service, LLC's plan reported $2.5M in assets and 57 participants for 2022.

Original filing (PDF)20230828085907NAL0003797617001

Regency Management Service, LLC

Name: Regency Management Service, LLC — Regency 401(k), Form 5500 (2022)
Creator: Regency Management Service, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regency 401(k) Plan

401(k) retirement plan · Regency Management Service, LLC's Regency 401(k) Plan held $2.5M in plan assets for 57 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Teresa Kelnhofer signed Regency Management Service, LLC's 2022 Form 5500 as plan administrator.

Teresa Kelnhofer — 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 Management Service, LLC's EIN is 37-1345660.

EIN 37-1345660

Plan number 001

Plan year 2022

ACK ID 20230828085907NAL0003797617001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Regency Management Service, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Regency Management Service, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MANAGEMENT SERVICE, LLC.

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Plan health score

Above-average plan

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