Firsthealth Of The Carolinas, Inc. Matching Savings Plan
Sponsored by Firsthealth Of The Carolinas, Inc. · EIN 561936354 · Plan #402
- Total assets
- $451M
- Net assets
- $451M
- Active participants
- 6,474
- With balances
- 6,180
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Automatic enrollment, Default investment account (QDIA)
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 | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $355,249 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $149,420 |
| Captrust | Consulting (general) | $39,979 |