The Mount Sinai Medical Center 403(b) Retirement Plan
Sponsored by The Mount Sinai Medical Center · EIN 131624096 · Plan #005
- Total assets
- $9.5B
- Net assets
- $9.5B
- Active participants
- 46,304
- With balances
- 62,323
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $1,073,495 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $627,095 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $91,565 |
| Wiss And Company, Llc | Accounting, Direct payment from the plan | $75,000 |
| Prudential Ins. Co. Of America | Direct payment from the plan, Other insurance fees and expenses | $54,566 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $8,358 |
| Empower Life & Annuity Insurance | Direct payment from the plan, Recordkeeping fees | $1,155 |