University Of Michigan Health West 403(b) Retirement Savings Plan
Sponsored by Metropolitan Hospital D.B.A University Of Michigan Health West · EIN 380593405 · Plan #003
- Total assets
- $233M
- Net assets
- $233M
- Active participants
- 3,376
- With balances
- 3,922
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $345,415 |
| Rockefeller Capital Management | Investment advisory (plan), Direct payment from the plan | $52,429 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $18,450 |
| Hungerford | Accounting, Other fees | $0 |