Northwell Health 403(b) Plan
Sponsored by Northwell Health, Inc. · EIN 113418133 · Plan #003
- Total assets
- $10.9B
- Net assets
- $10.9B
- Active participants
- 49,356
- With balances
- 54,511
Plan year beginning 01/01/2024 · Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $2,928,811 |
| Rocaton Investment Advisors | Investment advisory (plan), Direct payment from the plan | $110,935 |
| Ernst & Young, Llp | Accounting, Direct payment from the plan | $68,950 |
| Morgan Lewis & Bockius Llp | Legal | $33,721 |
| Meketa Investment Group | Investment management | $17,800 |