Sponsor portfolio
REGENT FINANCIAL LLC
EIN 16-1527731Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
3
777 CANAL VIEW BLVD. SUITE 800 - ROCHESTER, NY 14623585-586-6800
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REGENT FINANCIAL LLC 401(K) PLAN | 401k | $2.0M | 3 | 2025 |
Retirement plans