Centric Health 401(k) Plan
Sponsored by Centric Health · EIN 953511288 · Plan #002
- Total assets
- $15.3M
- Net assets
- $15.2M
- Active participants
- 233
- With balances
- 368
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tri Ad Actuaries, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $56,465 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $15.3M | 233 | ack 20251014110520NAL0005603826001 |
| 01/01/2020 | $11.7M | 280 | ack 20250226172446NAL0002245488001 |