AUMdb

Civica, Inc. Retirement Savings Plan

Sponsored by Civica, Inc. · EIN 831246927 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
262
With balances
249

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

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 $29,462
Strategic Advisors, Inc. Investment advisory (plan) $5,421