Centerlight Healthcare, Inc.403(b) Retirement Plan
Sponsored by Centerlight Healthcare, Inc. · EIN 133600807 · Plan #007
- Total assets
- $94.3M
- Net assets
- $94.3M
- Active participants
- 654
- With balances
- 1,096
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Marshall + Sterling Wealth Advisors, Inc. CRD 164345 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $120,676 |
| Marshall & Sterling Wealth | Investment advisory (plan), Direct payment from the plan | $52,500 |
| Pkf O'connor Davies, Llp | Direct payment from the plan | $24,498 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $200 |