Henry Ford Health System Heritage 403(b) Plan
Sponsored by Henry Ford Health System · EIN 381357020 · Plan #014
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 12,517
- With balances
- 12,374
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $443,649 |
| Gjc Cpa's & Adviosrs | Accounting, Direct payment from the plan | $19,400 |
| Nepc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $16,739 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $6,200 |