Sinai Health System Consolidated 403(b) Plan
Sponsored by Sinai Health System · EIN 363166895 · Plan #004
- Total assets
- $165M
- Net assets
- $165M
- Active participants
- 3,903
- With balances
- 4,476
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Metlife Life Insurance Company | Recordkeeping fees | $344,496 |
| Ubs Financial Services Inc | Investment advisory (plan) | $179,440 |