AUMdb

Savings And Supplemental Retirement Plan Of Novant Health, Inc.

Sponsored by Novant Health, Inc. · EIN 561376950 · Plan #002

Total assets
$1.7B
Net assets
$1.7B
Active participants
40,442
With balances
45,772

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
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Financial Engines Investment advisory (plan) $178,683
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $154,195