Centrastate Healthcare System Retirement Plan
Sponsored by Centrastate Healthcare System · EIN 222482803 · Plan #003
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 2,612
- With balances
- 2,019
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping, Participant loan processing | $83,926 |
| Ubs Financial Services, Inc | Investment advisory (plan) | $48,000 |
| Withum Smith+Brown , Pc | Accounting | $34,944 |