AUMdb

Northwood Health Systems, Inc. 403(b) Plan

Sponsored by Northwood Health Systems Inc. · EIN 550540374 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
474
With balances
377

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fort Pitt Capital Group Llc Investment advisory (plan) $14,615
Empower Annuity Insurance Company Recordkeeping fees $14,085
Goff Backa Alfera & Company, Llc Accounting $7,250
Lincoln National Corporation Contract administrator $3,624
Empower Advisory Group, Llc Investment management $182
Merrill Lynch Insurance agents and brokers $0