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

Regency Hotel Management, LLC's plan reported $33.0M in assets and 3,434 participants for 2024.

Original filing (PDF)20251001094025NAL0031314802001

Regency Hotel Management, LLC

Name: Regency Hotel Management, LLC — Hotel Retirement, Form 5500 (2024)
Creator: Regency Hotel Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hotel Retirement Systems Profit Sharing Plan and Trust

401(k) retirement plan · Regency Hotel Management, LLC's Hotel Retirement Systems Profit Sharing Plan and Trust held $33.0M in plan assets for 3,434 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

3,434

Accounts w/ balance

571

Plan assets (EOY)

$33.0M

Net assets (EOY)

$33.0M

People on this filing

JILL Gilmore signed Regency Hotel Management, LLC's 2024 Form 5500 as plan administrator.

JILL Gilmore — 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 Hotel Management, LLC's EIN is 46-0434895.

EIN 46-0434895

Plan number 002

Plan year 2024

ACK ID 20251001094025NAL0031314802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Regency Hotel Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Regency Hotel Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGENCY HOTEL MANAGEMENT, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 96K (4% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

REGENCY HOTEL MANAGEMENT, LLC

EIN

all filings

Address

3211 W SENCORE DR · SIOUX FALLS, SD · 57107

Phone

(605) 334-2371

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2U · Association Retirement Plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$30K	—

Investments

34 direct securities · 1 pooled fund· $34.6M(100% of reported assets)

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.

Mutual Funds

$17.8M

19 holdings

Common Collective Trusts

$7.9M

5 holdings

Other securities

$6.6M

8 holdings

Common Collective Trust

$1.6M

1 holding

Bonds / Notes

$567K

1 holding

Self-Directed Brokerage

$50K

1 holding

					% of plan
Fidelity Contrafund Mutual Fund N/A	Mutual Funds	—	—	$4.4M	13.5%
Fidelity Spartan 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$3.5M	10.6%
American Funds American Mutual Fund R4 Mutual Fund N/A	Mutual Funds	—	—	$2.4M	7.4%
Virtus Ceredex Mid‐Cap Value Equity I Mutual Fund N/A	Other securities	—	—	$1.8M	5.4%
Fidelity Freedom 2035 Mutual Fund N/A	Mutual Funds	—	—	$1.8M	5.3%
Fidelity Freedom 2030 Mutual Fund N/A	Mutual Funds	—	—	$1.7M	5.1%
Fidelity Managed Income Portfolio Class 1 Common Collective Fund N/A	Common Collective Trusts	—	—	$1.6M	4.9%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.6M	4.9%
Fidelity Spartan International Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.3M	4.0%
Fidelity Freedom 2045 Mutual Fund N/A	Mutual Funds	—	—	$1.2M	3.8%
Fidelity Freedom 2055 Mutual Fund N/A	Mutual Funds	—	—	$1.1M	3.3%
Harbor International Investor Mutual Fund N/A	Other securities	—	—	$1.0M	3.1%
Allspring Government Sec. Fund Mutual Fund N/A	Other securities	—	—	$1.0M	3.1%
American Century Small Cap Value Fund Mutual Fund N/A	Other securities	—	—	$1.0M	3.1%
Fidelity Freedom 2025 Mutual Fund N/A	Mutual Funds	—	—	$951K	2.9%
Fidelity Freedom 2050 Mutual Fund N/A	Mutual Funds	—	—	$935K	2.8%
Fidelity Spartan Total Market Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$852K	2.6%
Fidelity Freedom 2040 Mutual Fund N/A	Mutual Funds	—	—	$797K	2.4%
Fidelity Freedom 2010 Mutual Fund N/A	Mutual Funds	—	—	$705K	2.1%
Fidelity Spartan Extended Market Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$677K	2.1%
Carillon Eagle Mid‐Cap Growth Fund Mutual Fund N/A	Other securities	—	—	$584K	1.8%
JP Morgan Small‐Cap Value Fund Mutual Fund N/A	Other securities	—	—	$582K	1.8%
Notes Receivable from Participants Maturing 2025 ‐ 2030 at interest rates of 4.25% ‐ 9.50% ‐	Bonds / Notes	—	—	$567K	1.7%
Western Asset Core Bond Fund Class I Mutual Fund N/A	Other securities	—	—	$557K	1.7%
Fidelity Freedom 2020 Mutual Fund N/A	Mutual Funds	—	—	$502K	1.5%
Fidelity Freedom 2060 Mutual Fund N/A	Mutual Funds	—	—	$307K	0.9%
MFS Massachusetts Investors Trust R3 Mutual Fund N/A	Mutual Funds	—	—	$225K	0.7%
Nuveen Real Estate Fund Mutual Fund N/A	Mutual Funds	—	—	$211K	0.6%
Fidelity Freedom Income Fund Mutual Fund N/A	Mutual Funds	—	—	$211K	0.6%
PIMCO Real Return Bond Fund Mutual Fund N/A	Mutual Funds	—	—	$178K	0.5%
Fidelity Freedom 2065 Mutual Fund N/A	Mutual Funds	—	—	$80K	0.2%
Self‐Directed Brokerage Account Self‐Directed Brokerage N/A	Self-Directed Brokerage	—	—	$50K	0.2%
Invesco High Yield Institutional Fund Mutual Fund N/A	Mutual Funds	—	—	$30K	<0.1%
Fidelity Freedom 2015 Mutual Fund N/A	Mutual Funds	—	—	$23K	<0.1%
PGIM Global Total Return Fund Mutual Fund N/A	Other securities	—	—	$11K	<0.1%