Sevita 401(k) Plan
Sponsored by National Mentor Holdings, Llc · EIN 043250732 · Plan #001
- Total assets
- $347M
- Net assets
- $347M
- Active participants
- 38,828
- With balances
- 14,060
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $827,895 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $159,464 |
| Capfinancial Partners Llc | Investment advisory (plan) | $59,662 |
| Forvis Mazars Llp | Accounting | $57,304 |
| Harter Secrest & Emery Llp | Legal | $16,907 |