REGO Intermediate Holdings Company LLC's EIN is 82-3336580.
Download the official 2024 Form 5500 (PDF) for REGO Intermediate Holdings Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)REGO Intermediate Holdings Company LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOCELYN INVESTMENT MANAGEMENT LLC | 26-0674586 | — | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Fds American Bal Fd R6 | Mutual Funds | — | — | $4.4M | 23.1% | |
| Charles Schwab S&P 500 Index Fund - Select S | Common Collective Trusts | — | — | $3.0M | 15.8% | |
| Fidelity Adv Total Bond Fd Cl Z | Mutual Funds | — | — | $2.9M | 15.3% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $2.1M | 11.2% | |
| Standard Insurance Co Standard Stable Asset Fund D, 2.09% | Bonds / Notes | — | — | $1.6M | 8.5% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $1.3M | 7.1% | |
| Harbor Capital Harbor Cap Appreciation Fund Rtrmt | Other securities | — | — | $1.3M | 6.7% | |
| Vanguard Small Cap Idx Admiral SH | Common Collective Trusts | — | — | $719K | 3.8% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $508K | 2.7% | |
| AllSpring Special Mid Cap Val Fd R6 | Other securities | — | — | $456K | 2.4% | |
| (interest rates of 4.25% to 9.50%, various maturity dates) | Bonds / Notes | — | — | $301K | 1.6% | |
| Hood River Hood River Sm Cap Gwth Retirement | Other securities | — | — | $108K | 0.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $70K | 0.4% | |
| Vanguard Wellesley Inc Admiral | Mutual Funds | — | — | $31K | 0.2% | |
| PIMCO Incm Fd Inst Cl | Mutual Funds | — | — | $25K | 0.1% | |
| Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $5K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Secs Z | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
