# Sentara Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sentara-holdings-inc-401k-plan

> Sentara Holdings, INC.'s 401(k) plan: 3,952 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sentara Holdings, INC.

- **Sponsor EIN:** 541555638

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

- **Plan Type:** 401(k)

- **Total Participants:** 3,952

- **Total Assets:** $435.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|3,952|$435.4M|$9.4M|$33.2M|

| 2023|4,124|$318.8M|$7.8M|$27.5M|

| 2022|3,448|$257.1M|$6.9M|$24.2M|

## 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|$209,755|—|$209,755|

| STRATEGIC ADVISORS, INC.|ADVISOR|$79,601|—|$79,601|

| 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:** $289,356

- **Estimated Expense Ratio:** 0.066% 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|$287,945|$96,151|$300|—|—|

| 2023|$268,656|$76,859|$191,797|—|—|

| 2022|$260,813|$47,966|$212,847|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sentara-holdings-inc-401k-plan)

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