AUMdb

Maimonides Medical Center Tax Deferred Retirement Plan

Sponsored by Maimonides Medical Center · EIN 111635081 · Plan #001

Total assets
$1.0B
Net assets
$1.0B
Active participants
8,074
With balances
7,838

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $456,373
Mcdermott Will & Emery Llp Legal, Direct payment from the plan $150,166
Capfinancial Partners, Llc Investment management, Direct payment from the plan, Investment management fees (indirect) $84,263
Bdo Usa, P.C. Accounting, Direct payment from the plan $65,440
Alliance Pension Consultants, Llc Consulting (general), Direct payment from the plan $30,424
Empower Annuity Ins. Co. Of America Recordkeeping fees $1,198