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Original filing (PDF)20250730150446NAL0002473811001
NOVANT HEALTH, INC.
Form 5500
FILING_RECEIVED
SAVINGS AND SUPPLEMENTAL RETIREMENT PLAN OF NOVANT HEALTH, INC.
401(k) retirement plan
Active participants
40,442
Accounts w/ balance
45,772
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
18 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVANT HEALTH, INC..
Plan sponsor
Name
NOVANT HEALTH, INC.
EIN
56-1376950
Address
4020 KILPATRICK ROAD · WINSTON SALEM, NC · 27104
Phone
(336) 277-1449
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $154K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $179K | — |
Investments
19 direct securities · 18 pooled funds· $3.0B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.6B
18 holdings
Uncategorized
$1.4B
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors Target Retirement 2035 # | — | — | — | $223.1M | 13.3% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $223.1M | 13.3% | |
| State Street Global Advisors Target Retirement 2030 # | — | — | — | $208.5M | 12.4% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $208.5M | 12.4% | |
| State Street Global Advisors Target Retirement 2040 # | — | — | — | $188.2M | 11.2% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $188.2M | 11.2% | |
| State Street Global Advisors Target Retirement 2045 # | — | — | — | $158.1M | 9.4% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $158.1M | 9.4% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $154.9M | 9.2% | |
| State Street Global Advisors Target Retirement 2025 # | — | — | — | $139.2M | 8.3% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $139.2M | 8.3% | |
| State Street Global Advisors Target Retirement 2050 # | — | — | — | $127.5M | 7.6% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $127.5M | 7.6% | |
| State Street Global Advisors Target Retirement 2055 # | — | — | — | $83.6M | 5.0% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $83.6M | 5.0% | |
| State Street Global Advisors Target Retirement 2020 # | — | — | — | $62.5M | 3.7% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $62.5M | 3.7% | |
| CT CONTRARIAN CORE 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 163 | Common Collective Trust | — | — | $48.5M | 2.9% | |
| State Street Global Advisors Target Retirement 2060 # | — | — | — | $46.0M | 2.7% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $46.0M | 2.7% | |
| Vanguard VMMR-Fed Money Market # | — | — | — | $44.5M | 2.6% | |
| State Street Global Advisors Global All Cap Equity Ex-U.S. # | — | — | — | $29.4M | 1.7% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $29.4M | 1.7% | |
| State Street Global Advisors Russell Small/Midcap # | — | — | — | $25.9M | 1.5% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $25.9M | 1.5% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $25.1M | 1.5% | |
| State Street Global Advisors Target Retirement Income # | — | — | — | $22.8M | 1.4% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $22.8M | 1.4% | |
| DFA U.S. Small Cap I # | — | — | — | $18.8M | 1.1% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $18.6M | 1.1% | |
| State Street Global Advisors Target Retirement 2065 # | — | — | — | $18.6M | 1.1% | |
| Fidelity Self-Directed Brokerage Accounts # | — | — | — | $15.2M | 0.9% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $9.5M | 0.6% | |
| Baird Short Term Bond Fund # | — | — | — | $8.7M | 0.5% | |
| DFA Inflation-Protected Portfolio # | — | — | — | $7.3M | 0.4% | |
| MFS INTL EQUITY 3A MFS HERITAGE TRUST CO · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $6.3M | 0.4% | |
| maturing through 2030 # | — | — | — | $842K | <0.1% |