Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan For Northshore University Healthsystem Employees
Sponsored by Endeavor Health Clinical Operations · EIN 362167060 · Plan #002
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 11,719
- With balances
- 14,949
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Seyfarth Shaw | Other fees | $273,242 |
| Fidelity Investments | Other fees, Recordkeeping | $95,773 |
| Fiducient Advisors | Investment advisory (plan) | $72,500 |
| Mitchell Titus | Accounting | $20,000 |