Centre Care, Inc. Savings And Retirement Plan
Sponsored by Centre Care, Inc. · EIN 463243949 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 223
- With balances
- 150
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $23,202 |
| First National Trust Company | Investment advisory (plan), Consulting fees | $21,113 |