Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Regency Centers
Regency Centers 401(k)
- REG Nasdaq
- Real estate and rental and leasing
- Jacksonville, FL
- EIN 59-3191743
- 1 plan with Schedule H financials
- Plan year 2024
- Regency Centers Corporation
- SEC registrant Regency Centers Corp
Administrative expenses excluding investment management, per participant · Regency Centers 401(k) Profit Sharing Plan · plan year 2024
$142.95
Higher than 73% of the 8,758 plans $50 to 250M that report it.
Source
= $95,207 / 666
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250620155301NAL0004030705001, received 2025-06-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620155301NAL0004030705001, received 2025-06-20
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-20.
Cost and contributions
Administrative expenses per participant
$215.20
Higher than 74% of the 9,042 plans $50 to 250M that report it.
Source
= $143,320 / 666
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250620155301NAL0004030705001, received 2025-06-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620155301NAL0004030705001, received 2025-06-20
Administrative expenses as a share of assets
0.087%
Higher than 33% of the 9,049 plans $50 to 250M that report it.
Source
= $143,320 / $165,249,510
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250620155301NAL0004030705001, received 2025-06-20
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250620155301NAL0004030705001, received 2025-06-20
Employer contributions per participant
$8,541
Higher than 91% of the 9,105 plans $50 to 250M that report it.
Source
= $5,688,617 / 666
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250620155301NAL0004030705001, received 2025-06-20
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620155301NAL0004030705001, received 2025-06-20
Employer share of total contributions
44.3%
Higher than 83% of the 9,112 plans $50 to 250M that report it.
Source
= $5,688,617 / $12,832,328
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250620155301NAL0004030705001, received 2025-06-20
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250620155301NAL0004030705001, received 2025-06-20
Plan terms, as stated in Regency Centers Corporation's SEC filings
Employer match
“The Company matches participant contributions equal to 100% of salary deferrals up to a maximum matching amount of $5,000.”
Form 11-K filed 2026-06-17, for the year ended 2025-12-31 · plan description note, contributions · source document
Eligibility
“Employees become eligible the first day of the quarter following the employee's date of hire.”
Form 11-K filed 2026-06-17, for the year ended 2025-12-31 · plan description note, general (fallback) · source document
Vesting
“Participants’ contributions and the Company’s matching contributions to the Plan vest immediately.”
Form 11-K filed 2026-06-17, for the year ended 2025-12-31 · plan description note, vesting · source document
Automatic enrollment
“Each eligible employee is automatically enrolled in the Plan, at a contribution rate of 6% on a pre-tax basis, and becomes a participant of the Plan, unless the employee elects to decline participation within 45 days of his or her eligibility date.”
Form 11-K filed 2026-06-17, for the year ended 2025-12-31 · plan description note, contributions · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250620155301NAL0004030705001, received 2025-06-20
Full record, Regency Centers 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | REGENCY CENTERS | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Plan name | REGENCY CENTERS 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Sponsor EIN / plan number | 59-3191743 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Sponsor location | JACKSONVILLE, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Industry (business code) | 531210, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Filing received | 2025-06-20 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Participants, beginning of year | 722 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Active participants | 489 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Participants, end of year | 670 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Participants with an account balance | 666 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Total assets, beginning of year | $140,390,998 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Total assets, end of year | $165,249,510 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Net assets, end of year | $165,249,510 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Total income | $34,363,859 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Net income | $24,858,512 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Employer contributions | $5,688,617 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Participant contributions | $5,455,110 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Other contributions (incl. rollovers) | $1,688,601 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Total contributions | $12,832,328 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Benefit payments | $9,362,027 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Total expenses (incl. benefit payments) | $9,505,347 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Total administrative expenses | $143,320 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Contract administrator fees | $95,207 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Investment advisory and management fees | $48,113 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Administrative expenses excluding investment management | $95,207 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Held in common/collective trusts | $31,538,124 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Held in mutual funds | $111,203,112 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250620155301NAL0004030705001, received 2025-06-20 |
| Independent auditor | FORVIS MAZARS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250620155301NAL0004030705001, received 2025-06-20 |
Position = column in the DOL layout for form year 2024. Filing 20250620155301NAL0004030705001, received 2025-06-20.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $84,176 | yes |
| REGIONS BANK | CONTRACT ADMINISTRATOR | 13 Contract administrator; 27 Investment advisory (plan); 50 Direct payment from the plan | $61,875 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250620155301NAL0004030705001, received 2025-06-20.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $140,390,998 | $165,249,510 | 17.7% |
| Participants with a balance | 681 | 666 | -2.2% |
| Administrative expenses | $133,084 | $143,320 | 7.7% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $5,324,063 | $5,688,617 | 6.8% |
Prior filing 20240920154421NAL0007714305001, received 2024-09-20; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: REGENCY CENTERS; SEC registrant: REGENCY CENTERS CORP (CIK 910606, matched by EIN; display name from the Form 11-K cover).