Northwestern Memorial Employee 401(k) Pre Tax Savings Plan
Sponsored by Northwestern Memorial Healthcare · EIN 363152959 · Plan #003
- Total assets
- $5.4B
- Net assets
- $5.4B
- Active participants
- 38,348
- With balances
- 52,344
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $1,409,712 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $70,000 |
| Akerman Llp | Legal, Direct payment from the plan | $62,432 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (general), Direct payment from the plan | $59,890 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $8,415 |