Capital Health Retirement Savings & Investment Plan
Sponsored by Capital Health System, Inc. · EIN 223548695 · Plan #002
- Total assets
- $450M
- Net assets
- $450M
- Active participants
- 6,888
- With balances
- 5,304
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $360,010 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $208,242 |
| Sei Investments Company | Investment advisory (plan) | $38,300 |
| Baker Tilly Us Llp | Accounting | $31,900 |