AUMdb

Sinai Health System Retirement Plan

Sponsored by Sinai Health System · EIN 363166895 · Plan #002

Total assets
$37.1M
Net assets
$37.1M
Active participants
1,835
With balances
3,135

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

Linked investment advisers

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

Firm Match Plan year
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Metlife Life Insurance Company Recordkeeping fees $148,673
Ubs Financial Services Inc Investment advisory (plan) $42,372