Blue Cross And Blue Shield Of North Carolina 401(k) Plan
Sponsored by Blue Cross And Blue Shield Of North Carolina · EIN 560894904 · Plan #003
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 5,395
- With balances
- 7,596
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $564,965 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $110,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $51,153 |