Firsthealth Of The Carolinas, Inc. Retirement Growth Plan
Sponsored by Firsthealth Of The Carolinas, Inc. · EIN 561936354 · Plan #003
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 6,350
- With balances
- 4,732
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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 | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $94,177 |
| Captrust | Consulting (general) | $40,731 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $33,124 |