Carilion Clinic 401(k) Retirement Savings Plan
Sponsored by Carilion Clinic · EIN 541190771 · Plan #003
- Total assets
- $135M
- Net assets
- $135M
- Active participants
- 2,201
- With balances
- 2,752
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $158,481 |
| Capfinancial Partners Ll | Investment advisory (plan), Direct payment from the plan | $16,622 |