Sares-regis Operating Company, L.p. 401(k) Plan: Login, Facts & Contact Information

Sares-regis Operating Company, L.p. 401(k) Plan Facts

Plan name
SARES REGIS GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SARES-REGIS OPERATING COMPANY, LP
Participants
1,362 (1,071 active employees)
Former employees with a balance
297
Plan assets
$91,533,927 at Dec 31, 2024
Average account balance
$69,239 across 1,322 accounts
Employer contributions
$1,795,526 in plan year 2024 (18% of all contributions)
Recordkeeper
Principal Life Insurance Company
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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.91 million went into the plan in contributions, $1.80 million of it from the employer (18%).
  • $6.39 million was paid out to participants.
  • Investment and other income added $11.0 million.
  • Administrative expenses were $200,276, about $151 per account.

How the Sares-regis Operating Company, L.p. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019886$52.9 million$1.13 million$3.81 million
2020957$62.7 million$1.24 million$4.20 million
2021981$74.1 million$939,676$5.28 million
20221,208$62.5 million$1.22 million$8.20 million
20231,294$77.2 million$1.63 million$5.19 million
20241,362$91.5 million$1.80 million$6.39 million

Sares-regis Operating Company, L.p. 401(k) Contact Information

Phone
949-756-5959
Mailing address
3501 JAMBOREE ROAD SUITE 3000 NORTH TOWER, NEWPORT BEACH CA 926602904
Plan sponsor
SARES-REGIS OPERATING COMPANY, LP
Employer identification number (EIN)
33-0550001
Plan number
001

Questions about the Sares-regis Operating Company, L.p. 401(k)

Does Sares-regis Operating Company, L.p contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.80 million, 18% of all contributions.

Does the Sares-regis Operating Company, L.p 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sares-regis Operating Company, L.p 401(k) plan?

1,362 participants at the start of plan year 2024, 1,071 of them active employees, and 297 former employees who still had money in the plan.

What is the average 401(k) balance at Sares-regis Operating Company, L.p?

About $69,239 per account: $91.5 million in plan assets across 1,322 accounts with a balance at the end of plan year 2024.

Who manages the Sares-regis Operating Company, L.p 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sares-regis Operating Company, L.p. How do I access my 401(k)?

Your account stays with Principal 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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