Donovan Dekowski signed Regency Integrated Health Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regency Integrated Health Services' EIN is 61-1777043.
Download the official 2024 Form 5500 (PDF) for Regency Integrated Health Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regency Integrated Health Services' 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREEBWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREEBWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $2.7M | 20.3% | |
| Vanguard TOTAL BOND MARKET INDEX ADMIRAL | Mutual Funds | — | — | $1.5M | 11.2% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $1.3M | 9.8% | |
| JPMorgan LARGE CAP GROWTH R5 | Other securities | — | — | $1.1M | 7.9% | |
| Empower INTERNATIONAL VALUE INSTL | Other securities | — | — | $1.0M | 7.5% | |
| Columbia DIVIDEND INCOME INSTL | Other securities | — | — | $885K | 6.6% | |
| DFA EMERGING MARKETS CORE EQUITY | Mutual Funds | — | — | $790K | 5.8% | |
| Vanguard SMALL CAP INDEX ADM | Mutual Funds | — | — | $666K | 4.9% | |
| Vanguard MID CAP INDEX FUND | Common Collective Trusts | — | — | $534K | 4.0% | |
| Allspring SPECIAL MID CAP VALUE R6 | Other securities | — | — | $381K | 2.8% | |
| Vanguard REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $350K | 2.6% | |
| Janus Henderson JANUS HENDERSON ENTERPRISE T | Mutual Funds | — | — | $345K | 2.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $344K | 2.5% | |
| Fidelity INTERMEDIATE BOND | Mutual Funds | — | — | $331K | 2.4% | |
| American Beacon AMERICAN BEACON SMALL CP VAL R5 | Other securities | — | — | $322K | 2.4% | |
| American Beacon AB BOND INFLATION STRATEGY ADVISOR | Other securities | — | — | $298K | 2.2% | |
| Fidelity CAPITAL & INCOME | Mutual Funds | — | — | $277K | 2.1% | |
| Federated HERMES MDT SMALL CAP | Other securities | — | — | $253K | 1.9% | |
| MFS INTERNATIONAL GROWTH R6 | Mutual Funds | — | — | $51K | 0.4% | |
| Vanguard GNMA ADM | Agency / Mortgage-Backed | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WEXFORD, PA |
| TPA |
| $18K |
| — |
