How big is Regis Metro Associates' plan?

Regis Metro Associates' plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20251010154134NAL0013441808001

Regis Metro Associates

Name: Regis Metro Associates — Regis Metro Associates, Form 5500 (2024)
Creator: Regis Metro Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regis Metro Associates Retirement Trust

401(k) retirement plan · Regis Metro Associates' Regis Metro Associates Retirement Trust held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Michael Potter signed Regis Metro Associates' 2024 Form 5500 as plan administrator.

Michael Potter — 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

Regis Metro Associates' EIN is 64-0965145.

EIN 64-0965145

Plan number 001

Plan year 2024

ACK ID 20251010154134NAL0013441808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Regis Metro Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Regis Metro Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGIS METRO ASSOCIATES.

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

REGIS METRO ASSOCIATES

EIN

all filings

Address

200 HALLECK STREET · SUITE 200B · SAN FRANCISCO, CA · 94129

Phone

(415) 421-0500

Industry

Finance & Insurance

Plan administrator