AUMdb

One Brooklyn Health 403(b) Retirement Plan

Sponsored by Brookdale Hospital Medical Center · EIN 111631746 · Plan #004

Total assets
$374M
Net assets
$374M
Active participants
6,075
With balances
5,505

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Nepc, Llc CRD 110562 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $143,315
Davis & Gilbert Legal, Direct payment from the plan $137,081
Nepc, Llc Investment management, Direct payment from the plan $56,502
National Financial Services Securities brokerage, Securities brokerage commissions $0
Mid Atlantic Capital Corporation Securities brokerage, Securities brokerage commissions $0