# Northwood Health Systems INC. 403(b) Plan
Source: https://planprovider.pro/companies/northwood-health-systems-inc-550540374-001

> Northwood Health Systems INC.'s 403(b) plan: 474 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwood Health Systems INC.

- **Sponsor EIN:** 550540374

- **Sponsor Address:** 111 19TH STREET, WHEELING, WV, 26003

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

- **Plan Number:** 001

- **Total Participants:** 474

- **Total Assets:** $15.7M

## 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.|

| 2024|474|$15.7M|$217,528|$519,804|

| 2023|491|$15.7M|$895,110|$554,998|

| 2022|540|$14.7M|$732,580|$479,169|

## 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|

| MERRILL LYNCH|Investment Advisor|—|$55,336|$55,336|

| FORT PITT CAPITAL GROUP LLC|Investment Advisor|$14,615|—|$14,615|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$14,085|—|$14,085|

| GOFF BACKA ALFERA & COMPANY, LLC|Auditor|$7,250|—|$7,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,286

- **Estimated Expense Ratio:** 0.580% 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|$21,880|$15,045|—|—|—|

| 2023|$56,317|—|$49,617|$6,700|—|

| 2022|$51,883|—|$45,183|—|$6,700|

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