How big is Healthcentric Advisors' plan?

Healthcentric Advisors' plan reported $13.2M in assets and 25 participants for 2024.

Original filing (PDF)20260204145032NAL0005899778001

Healthcentric Advisors

Name: Healthcentric Advisors — Healthcentric Advisors, Form 5500 (2024)
Creator: Healthcentric Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Healthcentric Advisors 401(k) Retirement Plan

401(k) retirement plan · Healthcentric Advisors' Healthcentric Advisors 401(k) Retirement Plan held $13.2M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

Plan identifiers

Healthcentric Advisors' EIN is 05-0487616.

EIN 05-0487616

Plan number 001

Plan year 2024

ACK ID 20260204145032NAL0005899778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Healthcentric Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Healthcentric Advisors' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTHCENTRIC ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

HEALTHCENTRIC ADVISORS

EIN

all filings

Address

235 PROMENADE STREET, SUITE 500 · PROVIDENCE, RI · 02908

Phone

(401) 528-3200

Industry

Educational Services

Plan administrator