AUMdb

St. Vincent's Hospital Westchester 403(b) Defined Contribution Retirement Plan

Sponsored by St. Vincents Hospital Westchester · EIN 131740127 · Plan #001

Total assets
$38.4M
Net assets
$38.4M
Active participants
1,051
With balances
668

Plan year beginning 01/01/2024 · 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
Aspire Advisors, Llc CRD 150652 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Aspire Advisors, Llc Consulting (general), Investment advisory (participants), Investment advisory (plan) $108,945
Benefit Plan Admin Services Recordkeeping, Custodial (securities), Trustee (institutional) $64,156