Plan Ledger DOL Form 5500 · updated monthly

Regus Management Group, LLC401(k)

REGUS MANAGEMENT GROUP, LLC 401(K) SAVINGS PLAN · ADDISON, TX · plan year 2024

Employer contribution per participant · 2024
$1,210

Regus Management Group, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $130,626,303 across 3,694 participant accounts, with employer contributions averaging $1,210 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.03% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 517th-largest of 5,688 plans among Texas employers on file, and the 93rd of 2,096 in real estate & leasing. In 2024, employees put in $3.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$130,626,303
Participants with balances3,694
Active participants2,561
Employer contributions$3,099,648
Employee contributions$9,292,999
Employer contribution per active participant$1,210
Average account balance$35,362
Benefits paid to participants$12,855,089
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$130.6M · 3,694 accts · $3.1M emplr
2023$114.9M · 3,649 accts · $2.3M emplr
2022$100.6M · 3,231 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Investment management$46,085
Total administrative-$48,433
The Regus Management Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,210
Median for plans this size$3,635
2024$1,210 per active participant
2023$1,009 per active participant
2022$830 per active participant

Regus Management Group, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20242
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$46,085
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$105,334 · 0.10%
2022$35,226 · 0.03%
Same employer
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Camden Development Inc. TX$195.4M · 0.02%
Willow Bridge E.C.W. LLC TX$177.3M · 0.21%
Associations, Inc. TX$129.6M · 0.20%
Affinius Capital LLC TX$120.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201975241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.