# Sentara Health DC Plan
Source: https://planprovider.pro/companies/sentara-healthcare-plan-006

> Sentara Health's DC plan: 21,103 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:** DC

- **Total Participants:** 21,103

- **Total Assets:** $159.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|21,103|$159.8M|$31.9M|$0|

| 2023|17,694|$121.5M|$23.3M|$0|

| 2022|13,430|$89.3M|$17.4M|$0|

## 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 INSTITUTIONAL|RECORDKEEPER|$313,898|—|$313,898|

| STRATEGIC ADVISORS, INC.|ADVISOR|$17,780|—|$17,780|

| PBMARES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

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

- [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:** $331,678

- **Estimated Expense Ratio:** 0.208% 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|$331,664|$19,166|$312,198|—|—|

| 2023|$240,887|$13,413|$227,474|—|—|

| 2022|$157,130|$145,719|$11,411|—|—|

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