Tax Deferred Savings Plan Of Novant Health, Inc.
Sponsored by Novant Health, Inc. · EIN 561376950 · Plan #003
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 41,005
- With balances
- 52,752
Plan year beginning 01/01/2024 · Total participant-directed account, 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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,412,315 |
| Financial Engines | Investment advisory (plan) | $275,063 |