AUMdb

Northwell Health 401(k) Plan

Sponsored by Northwell Health, Inc. · EIN 113418133 · Plan #001

Total assets
$1.9B
Net assets
$1.9B
Active participants
37,611
With balances
43,550

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Rowland, Duncan S. CRD 161597 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $1,571,229
Ernst & Young Llp Accounting, Direct payment from the plan $68,950
Rocaton Investment Advisors Investment advisory (plan), Direct payment from the plan $11,636
Morgan Lewis & Bockus Legal $5,395