Middlesex Retirement Savings And Investment Plan
Sponsored by Middlesex Health · EIN 222676137 · Plan #010
- Total assets
- $473M
- Net assets
- $473M
- Active participants
- 5,194
- With balances
- 6,305
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $38,671 |
| Marty Baron | Other commissions | $21,000 |
| Keith Williams | Other commissions | $21,000 |