# Northwell Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/northwell-health-inc-401k-plan-001

> Northwell Health, INC.'s 401(k) plan: 37,611 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwell Health, INC.

- **Sponsor EIN:** 113418133

- **Sponsor Address:** 972 BRUSH HOLLOW ROAD, WESTBURY, NY, 115901740

- **Plan Type:** 401(k)

- **Total Participants:** 37,611

- **Total Assets:** $1.9B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|37,611|$1.9B|$174.5M|$276.1M|

| 2023|36,562|$1.2B|$111.0M|$226.1M|

| 2022|45,191|$723.2M|$78.7M|$153.2M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|NONE|$1,571,229|—|$1,571,229|

| ERNST & YOUNG LLP|NONE|$68,950|—|$68,950|

| ROCATON INVESTMENT ADVISORS|NONE|$11,636|—|$11,636|

| MORGAN LEWIS & BOCKUS|NONE|$5,395|—|$5,395|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

- [MORGAN LEWIS & BOCKUS](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,657,210

- **Estimated Expense Ratio:** 0.090% of plan assets

### 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|

| 2024|$1,659,549|$13,975|—|$68,950|—|

| 2023|$792,567|$19,347|—|$75,561|—|

| 2022|$587,044|$15,790|$512,015|—|$59,239|

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