Regency Terrace South, Inc. 401(k) Plan: Login, Facts & Contact Information

Regency Terrace South, Inc. 401(k) Plan Facts

Plan name
REGENCY TERRACE SOUTH 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
REGENCY TERRACE SOUTH, INC. D/B/A HALES CORNER CARE CENTER
Participants
548 (136 active employees)
Former employees with a balance
38
Plan assets
$5,341,092 at Dec 31, 2024
Average account balance
$39,273 across 136 accounts
Employer contributions
$69,285 in plan year 2024 (16% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $423,171 went into the plan in contributions, $69,285 of it from the employer (16%).
  • $1.19 million was paid out to participants.
  • Investment and other income added $359,734.
  • Administrative expenses were $61,334, about $451 per account.

How the Regency Terrace South, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019280$6.04 million$76,891$239,960
2020292$7.56 million$70,406$215,670
2021324$8.23 million$64,117$1.04 million
2022305$5.49 million$31,580$1.44 million
2023253$5.81 million$37,052$536,635
2024548$5.34 million$69,285$1.19 million

Regency Terrace South, Inc. 401(k) Contact Information

Phone
414-529-6888
Mailing address
9449 W. FOREST HOME AVE, HALES CORNER WI 531301611
Plan sponsor
REGENCY TERRACE SOUTH, INC. D/B/A HALES CORNER CARE CENTER
Plan administrator
REGENCY TERRACE SOUTH, INC.
Employer identification number (EIN)
39-1098276
Plan number
001

Questions about the Regency Terrace South, Inc. 401(k)

Does Regency Terrace South, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $69,285, 16% of all contributions.

Does the Regency Terrace South, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Regency Terrace South, Inc 401(k) plan?

548 participants at the start of plan year 2024, 136 of them active employees, and 38 former employees who still had money in the plan.

What is the average 401(k) balance at Regency Terrace South, Inc?

About $39,273 per account: $5.34 million in plan assets across 136 accounts with a balance at the end of plan year 2024.

Who manages the Regency Terrace South, Inc 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Regency Terrace South, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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