Sentara 403(b) Savings Plan
Sponsored by Sentara Health · EIN 521271901 · Plan #003
- Total assets
- $3.7B
- Net assets
- $3.7B
- Active participants
- 30,766
- With balances
- 41,332
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Instl Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,083,708 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $761,897 |
| Lincoln National Corporation | Contract administrator | $6,330 |
| Newport Trust Company | Contract administrator | $910 |
| Voya Retirement Insurance And Annui | Contract administrator | $0 |