Centra Health Matching Tax Deferred Savings Plan
Sponsored by Centra Health, Inc. · EIN 540715569 · Plan #002
- Total assets
- $747M
- Net assets
- $747M
- Active participants
- 7,475
- With balances
- 9,110
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Claims processing, Recordkeeping, Investment management | $342,032 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $55,954 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $43,365 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $32,990 |