Centrastate Healthcare System 403(b) Retirement Savings Plan
Sponsored by Centrastate Healthcare System · EIN 222482803 · Plan #008
- Total assets
- $200M
- Net assets
- $200M
- Active participants
- 2,318
- With balances
- 3,137
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Contract administrator, Recordkeeping | $112,673 |
| Ubs Financial Services, Inc | Investment advisory (plan) | $67,000 |
| Withum Smith+Brown , Pc | Accounting | $34,944 |