# Northeast Health System, INC. 403(b) Plan
Source: https://planprovider.pro/companies/northeast-health-system-inc-403b-plan

> Northeast Health System, INC.'s 403(b) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Northeast Health System, INC.

- **Sponsor EIN:** 043240453

- **Sponsor Address:** 41 MALL ROAD, BURLINGTON, MA, 01805

- **Plan Type:** 403(b)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|0|$0|$612,986|$13.4M|

| 2022|2,707|$161.9M|$706,008|$12.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TOWERS WATSON DELAWARE, INC.|CONSULTANT|$108,857|—|$108,857|

| NEPC, LLC|CONSULTANT|$20,622|—|$20,622|

| BDO|ACCOUNTANT / AUDIT|$17,948|—|$17,948|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TOWERS WATSON DELAWARE, INC.](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — CONSULTANT

- [BDO](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT / AUDIT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $147,427

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$199,067|$9,722|$300|$24,500|—|

| 2022|$162,382|$2,854|—|—|—|

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