# Sentara Health 403(b) Plan
Source: https://planprovider.pro/companies/sentara-healthcare-403b-plan-003

> Sentara Health's 403(b) plan: 30,766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sentara Health

- **Sponsor EIN:** 521271901

- **Sponsor Address:** 1330 SENTARA PARK, THIRD FLOOR, VIRGINIA BEACH, VA, 23464

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

- **Total Participants:** 30,766

- **Total Assets:** $3.7B

## 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|30,766|$3.7B|$61.4M|$246.2M|

| 2023|28,192|$3.3B|$54.6M|$224.0M|

| 2022|25,806|$2.7B|$49.5M|$206.1M|

## 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|

| FIDELITY INVESTMENTS INSTL OPS|RECORDKEEPER|$1,083,708|—|$1,083,708|

| STRATEGIC ADVISORS, INC.|ADVISOR|$761,897|—|$761,897|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$6,330|—|$6,330|

| PBMARES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTL OPS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,851,935

- **Estimated Expense Ratio:** 0.049% 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|$1,851,774|$835,316|$999,048|—|—|

| 2023|$1,755,954|$708,596|$1,047,358|—|—|

| 2022|$1,821,268|$656,191|$1,165,077|—|—|

## Similar Plans

- [Inova Health System Foundation](https://planprovider.pro/companies/inova-health-system-401k-plan) — 22,853 participants

- [Sentara Health](https://planprovider.pro/companies/sentara-healthcare-plan-006) — 21,103 participants

- [Sentara Health](https://planprovider.pro/companies/sentara-healthcare-plan-001) — 16,048 participants

- [Carilion Clinic](https://planprovider.pro/companies/carilion-clinic-403b-plan) — 13,094 participants

- [Riverside Management Services, INC.](https://planprovider.pro/companies/riverside-management-services-inc-403b-plan) — 10,238 participants

- [Riverside Management Services, INC.](https://planprovider.pro/companies/riverside-management-services-inc-401k-plan) — 8,159 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sentara-healthcare-403b-plan-003)

© 2026 PlanProvider.Pro