Norton Healthcare, Inc. Retirement Plan
Sponsored by Norton Healthcare, Inc. · EIN 611028725 · Plan #001
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 2,345
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 94% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $611,120 |
| Income Research And Mana | Contract administrator, Investment advisory (plan), Direct payment from the plan | $244,309 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $133,548 |
| Bny Mellon | Contract administrator, Direct payment from the plan | $58,229 |
| Norton Healthcare Inc. | Accounting, Direct payment from the plan | $33,000 |
| Creative Planning | Contract administrator, Direct payment from the plan | $25,000 |