Privia Retirement Plan
Sponsored by Privia Health Llc · EIN 261385077 · Plan #001
- Total assets
- $463M
- Net assets
- $463M
- Active participants
- 4,858
- With balances
- 6,680
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (indirect), Shareholder servicing fees, Distribution (12b-1) fees | $578,144 |
| Prime Pensions, Inc. | Contract administrator | $546,780 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $419,850 |
| Empower Advisory Group Llc | Investment management | $152,826 |
| Sonzogni Botitto & Cooper Llc | Accounting | $35,000 |