Sentara 401(a) Retirement Plan
Sponsored by Sentara Health · EIN 521271901 · Plan #006
- Total assets
- $160M
- Net assets
- $160M
- Active participants
- 21,103
- With balances
- 12,608
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| 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 Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $313,898 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,780 |