Plan Ledger DOL Form 5500 · updated monthly

Regency Integrated Health Services401(k)

REGENCY INTEGRATED HEALTH SERVICES 401(K) PLAN · VICTORIA, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

Regency Integrated Health Services reported $40,029 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,619th-largest of 5,688 plans among Texas employers on file, and the 4,828th of 11,911 in health care & social assistance. active participation has grown from 7,330 to 9,579 since 2022.

Plan summary
Net assets, end of year$13,403,113
Participants with balances753
Active participants9,579
Employer contributions—
Employee contributions$2,239,197
Employer contribution per active participant—
Average account balance$17,800
Benefits paid to participants$1,360,965
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 753 accts
2023$10.6M · 712 accts
2022$7.3M · 594 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,029
Total administrative$40,029
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$21,949
M2B RETIREMENT CONSULTING, LLC · Contract administrator$17,800

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$40,029 · 0.33%
2023$30,266 · 0.34%
2022$24,339 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Compass Connections TX$13.5M · 0.17%
Lifenet, Inc. TX$13.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611777043 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.