AUMdb

White Plains Hospital Center 403(b) Defined Contribution Retirement Program

Sponsored by White Plains Hospital Medical Center · EIN 131740130 · Plan #002

Total assets
$627M
Net assets
$627M
Active participants
5,180
With balances
7,588

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annty Ins. Co Of Ny Recordkeeping fees $449,972
Empower Advisory Group, Llc Investment management $51,528
Admin Partners Llc Claims processing $31,975
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $20,000
Pkf O'connor Davies, Llp Accounting $18,200