Norton Healthcare 403(b) Retirement Savings Plan
Sponsored by Norton Healthcare, Inc. · EIN 611028725 · Plan #002
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 22,952
- With balances
- 25,775
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,540,397 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $168,263 |
| Norton Healthcare Inc | Other services, Other fees | $0 |
| Ernst & Young | Accounting, Other fees | $0 |