Northbay Healthcare 403(b) Retirement Plan
Sponsored by Northbay Healthcare Corporation · EIN 680046750 · Plan #003
- Total assets
- $501M
- Net assets
- $501M
- Active participants
- 2,769
- With balances
- 3,587
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $759,866 |
| Morningstar | Investment advisory (participants) | $337,027 |
| Sageview Advisory Group, Llc | Investment advisory (participants) | $213,803 |
| Faber Hass Hurley Llp | Accounting | $18,805 |