Yale New Haven Hospital And Tax Exempt Affliliates Retirement Savings Plan
Sponsored by Yale New Haven Hospital, Inc. · EIN 060646652 · Plan #004 · New Haven, CT
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 22,243
- With balances
- 29,009
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Towers Watson Delaware Inc | Consulting (general) | $398,657 |
| Willis Towers Watson Us Llc | Consulting (general) | $37,976 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $30,146 |
| Baker Tilly Us, Llp | Accounting | $17,300 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | -$1,234,898 |