AUMdb

Tidewater Health Care, Inc. 401(a) Retirement Plan

Sponsored by Sentara Health · EIN 521271901 · Plan #007

Total assets
$14.2M
Net assets
$14.2M
Active participants
230
With balances
513

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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 Inst Ops Recordkeeping fees, Account maintenance fees $16,267
Strategic Advisors,Inc. Investment advisory (plan) $3,702