Shari Bisquera signed Regency Enterprises, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regency Enterprises, Incorporated's EIN is 95-3601775.
Download the official 2024 Form 5500 (PDF) for Regency Enterprises, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regency Enterprises, Incorporated's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $31K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FA Technology Mutual Funds | Other securities | — | — | $4.0M | 17.1% | |
| Fid Fdm Idx 2030 Mutual Funds | Common Collective Trusts | — | — | $3.6M | 15.3% | |
| Fid Fdm Idx 2035 Mutual Funds | Common Collective Trusts | — | — | $3.0M | 12.6% | |
| Fid Fdm Idx 2040 Mutual Funds | Common Collective Trusts | — | — | $2.8M | 11.8% | |
| Fid Fdm Idx 2045 Mutual Funds | Common Collective Trusts | — | — | $2.1M | 9.1% | |
| Fid Fdm Idx 2050 Mutual Funds | Common Collective Trusts | — | — | $1.4M | 5.8% | |
| Fid 500 Index Mutual Funds | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| Fid Fdm Idx 2055 Mutual Funds | Common Collective Trusts | — | — | $870K | 3.7% | |
| Participant loans 61 loans; 4.25-9.50% | Bonds / Notes | — | — | $535K | 2.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $471K | 2.0% | |
| Fid Fdm Idx 2060 Mutual Funds | Common Collective Trusts | — | — | $357K | 1.5% | |
| Fid Fdm Idx 2015 Mutual Funds | Common Collective Trusts | — | — | $291K | 1.2% | |
| Fid Sm Cap Idx Mutual Funds | Common Collective Trusts | — | — | $282K | 1.2% | |
| Fid Lg Cap Gr Idx Mutual Funds | Common Collective Trusts | — | — | $274K | 1.2% | |
| Fid Fdm Idx 2020 Mutual Funds | Common Collective Trusts | — | — | $272K | 1.2% | |
| Fid Mid Cap Idx Mutual Funds | Common Collective Trusts | — | — | $269K | 1.1% | |
| Fid Fdm Idx 2025 Mutual Funds | Common Collective Trusts | — | — | $247K | 1.0% | |
| Pgim J Mid Cap Gr Mutual Funds | Other securities | — | — | $236K | 1.0% | |
| BlkRk Tot Return Mutual Funds | Other securities | — | — | $185K | 0.8% | |
| Af Europac Growth Mutual Funds | Other securities | — | — | $172K | 0.7% | |
| Interest-bearing Cash Money Market Funds | Cash / Money Market | — | — | $160K | 0.7% | |
| Brokerage Accounts Self Directed Accounts | Self-Directed Brokerage | — | — | $151K | 0.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $127K | 0.5% | |
| Af New Perspect Mutual Funds | Other securities | — | — | $117K | 0.5% | |
| Fid Fdm Idx 2065 Mutual Funds | Common Collective Trusts | — | — | $117K | 0.5% | |
| C&S Real Estate Mutual Funds | Other securities | — | — | $99K | 0.4% | |
| Fid US Bond Idx Mutual Funds | Common Collective Trusts | — | — | $98K | 0.4% | |
| J H Venture Mutual Funds | Other securities | — | — | $91K | 0.4% | |
| Am Cent Md Cp Val Mutual Funds | Other securities | — | — | $85K | 0.4% | |
| Af New World Mutual Funds | Other securities | — | — | $44K | 0.2% | |
| similar party Investment Value GS Sm Cp Val Ins Mutual Funds | Other securities | — | — | $21K | <0.1% | |
| Fid Fdm Idx Inc Mutual Funds | Common Collective Trusts | — | — | $11K | <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 |
|---|---|---|---|---|---|
| BAKER TILLY ADVISORY GROUP, LP | 99-1405547 | — | ACCOUNTANT/AUDITOR | $7K | — |
| BAKER TILLY US,LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $7K | — |
