Plan Snapshot
- Plan Sponsor: Norton Healthcare, INC.
- Sponsor EIN: 611028725
- Sponsor Address: 9500 ORMSBY STATION RD STE 101, LOUISVILLE, KY, 402234069
- Plan Type: 403(b)
- Total Participants: 22,952
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 22,952 | $2.3B | $98.5M | $151.4M |
| 2023 | 21,714 | $1.9B | $71.2M | $131.3M |
| 2022 | 19,072 | $1.5B | $61.3M | $112.7M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,708,660 | $168,263 | $1,540,397 | — | — |
| 2023 | $1,439,497 | $253,878 | $1,185,619 | — | — |
| 2022 | $1,414,563 | $160,545 | $1,254,018 | — | — |