Albert Einstein College Of Medicine 403(b) Retirement Income Plan
Sponsored by Albert Einstein College Of Medicine · EIN 830621846 · Plan #001
- Total assets
- $594M
- Net assets
- $594M
- Active participants
- 2,100
- With balances
- 2,363
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $238,753 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $51,500 |
| Pkf O'connor Davies Llp | Accounting | $18,750 |
| Seyfarth Shaw Llp | Legal | $8,848 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$33,935 |