Cayuga Health 403(b) Plan
Sponsored by Cayuga Medical Center At Ithaca · EIN 222325405 · Plan #003
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 1,948
- With balances
- 1,899
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Smartpath Advisors, Llc CRD 304563 | deterministic · 100% | 2024 |
| Healthcare Community Securities Corporation CRD 36026 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $52,426 |
| Smartpath Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $28,000 |
| Healthcare Community Securities Cor | Investment advisory (plan), Direct payment from the plan | $5,836 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |