# Centra Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/centra-health-inc-403b-plan

> Centra Health, INC.'s 403(b) plan: 7,475 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Centra Health, INC.

- **Sponsor EIN:** 540715569

- **Sponsor Address:** 1920 ATHERHOLT ROAD, LYNCHBURG, VA, 24501

- **Plan Type:** 403(b)

- **Total Participants:** 7,475

- **Total Assets:** $747.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,475|$747.1M|$28.5M|$34.3M|

| 2023|7,362|$670.0M|$20.1M|$29.3M|

| 2022|7,137|$594.8M|$20.3M|$27.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FID INV INST OPS CO|RECORDKEEPER|$342,032|—|$342,032|

| CAPFINANCIAL PARTNERS, LLC.|ADVISOR|$55,954|—|$55,954|

| STRATEGIC ADVISORS, INC.|INV. ADVISORY|$43,365|—|$43,365|

| BDO USA, P.C.|AUDITOR|$32,990|—|$32,990|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — INV. ADVISORY

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $474,341

- **Estimated Expense Ratio:** 0.063% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$475,606|$43,365|$2,813|$32,990|—|

| 2023|$691,831|$54,872|—|$37,180|—|

| 2022|$619,880|$53,214|—|—|$37,806|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/centra-health-inc-403b-plan)

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