Northern Light Health Retirement Partnership 403(b) Plan
Sponsored by Eastern Maine Healthcare Systems D/B/A Northern Light Health · EIN 010527066 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 10,678
- With balances
- 14,112
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Oper Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $774,109 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $240,003 |
| New England Retirement Consultants | Consulting (general) | $60,000 |
| Berry, Dunn, Mcneil & Parker, Llc | Accounting | $18,285 |