Regency Investment Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Regency Investment Advisors is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $128,568 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $128,568
- Reported indirect compensation
- $0
- Total reported compensation
- $128,568
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Saint Agnes Medical Providers | CA | 1 | $52,799 |
| Scelzi Enterprises, Inc. | CA | 1 | $34,656 |
| Fresno'S Chaffee Zoo Corporation | CA | 1 | $21,095 |
| Valley Children'S Hospital | CA | 1 | $11,471 |
| Gsf Properties, Inc. | CA | 1 | $8,547 |
| Richard Heath & Associates, Inc. | CA | 1 | $0 |
State footprint
Plans reporting Regency Investment Advisors are sponsored in CA (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Saint Agnes Medical Providers | Saint Agnes Medical Providers 401(K) Plan | 2023 | $52,799 | $0 |
| Scelzi Enterprises, Inc. | Scelzi Enterprises, Inc. 401(K) Profit Sharing Plan | 2023 | $34,656 | not reported in the loaded dataset |
| Fresno'S Chaffee Zoo Corporation | Fresno'S Chaffee Zoo Corporation 401(K) Plan | 2023 | $21,095 | not reported in the loaded dataset |
| Valley Children'S Hospital | Valley Children'S Hospital Defined Contribution Retirement Plan | 2023 | $11,471 | not reported in the loaded dataset |
| Gsf Properties, Inc. | Gsf Properties, Inc. 401(K) Plan | 2023 | $8,547 | $0 |
| Richard Heath & Associates, Inc. | Richard Heath & Associates, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Saint Agnes Medical Providers 401(K) Plan (plan 001)
- Saint Agnes Medical Providers — all reported plans
- Scelzi Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Scelzi Enterprises, Inc. — all reported plans
- Fresno'S Chaffee Zoo Corporation 401(K) Plan (plan 001)
- Fresno'S Chaffee Zoo Corporation — all reported plans
- Valley Children'S Hospital Defined Contribution Retirement Plan (plan 002)
- Valley Children'S Hospital — all reported plans
- Gsf Properties, Inc. 401(K) Plan (plan 001)
- Gsf Properties, Inc. — all reported plans
- Richard Heath & Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Richard Heath & Associates, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources