Nicolas Goodacre signed Regent Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regent Bank's EIN is 73-0376185.
Download the official 2024 Form 5500 (PDF) for Regent Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regent Bank'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.3M | 14.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $2.3M | 14.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.9M | 11.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 11.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 9.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.5M | 9.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 6.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.1M | 6.8% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.1M | 6.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $1.0M | 6.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.0M | 6.4% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $811K | 5.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $811K | 5.0% | |
| Vanguard Group | Mutual Funds | — | $0 | $807K | 4.9% | |
| MFS Investment Management | Mutual Funds | — | $0 | $690K | 4.2% | |
| Vanguard Group | Mutual Funds | — | $0 | $636K | 3.9% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $492K | 3.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $492K | 3.0% | |
| Dimensional Fund Advisors | Mutual Funds | — | $0 | $418K | 2.6% | |
| Participant Loans | Participant loans | — | $0 | $332K | 2.0% | |
| Vanguard Group | Mutual Funds | — | $0 | $318K | 1.9% | |
| Loomis Sayles | Other securities | — | $0 | $309K | 1.9% | |
| Vanguard Group | Mutual Funds | — | $0 | $298K | 1.8% | |
| Vanguard Group | Mutual Funds | — | $0 | $277K | 1.7% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $252K | 1.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $252K | 1.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $248K | 1.5% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $248K | 1.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $168K | 1.0% | |
| PIMCO Funds | Mutual Funds | — | $0 | $168K | 1.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $163K | 1.0% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $163K | 1.0% | |
| Dimensional Fund Advisors | Mutual Funds | — | $0 | $140K | 0.9% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $132K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | $0 | $113K | 0.7% | |
| JP Morgan Funds | Other securities | — | $0 | $107K | 0.7% | |
| The American Funds | Mutual Funds | — | $0 | $81K | 0.5% | |
| Vanguard Group | Mutual Funds | — | $0 | $74K | 0.5% | |
| Vanguard Group | Mutual Funds | — | $0 | $67K | 0.4% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $56K | 0.3% | |
| JP Morgan Funds | Other securities | — | $0 | $41K | 0.3% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $34K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $34K | 0.2% | |
| The American Funds | Mutual Funds | — | $0 | $29K | 0.2% | |
| The American Funds | Mutual Funds | — | $0 | $28K | 0.2% | |
| Vanguard Group | Mutual Funds | — | $0 | $25K | 0.2% | |
| T. Rowe Price Funds | Other securities | — | $0 | $20K | 0.1% | |
| Alliance Bernstein | Other securities | — | $0 | $17K | 0.1% | |
| AMG Funds | Other securities | — | $0 | $17K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INSURANCE AGENCY LLC | 04-3109325 | — | OTHER SERVICES | $0 | — |
