Montefiore Medical Center 403(b) Plan
Sponsored by Montefiore Medical Center · EIN 131740114 · Plan #008
- Total assets
- $4.3B
- Net assets
- $4.3B
- Active participants
- 16,359
- With balances
- 22,889
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | fuzzy_auto · 98% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Metropolitan Life Insurance | Contract administrator, Direct payment from the plan | $2,975,457 |
| Aon Investment Usa Inc | Investment advisory (plan), Direct payment from the plan | $51,750 |
| Pkf O'connor Davies, Llp | Accounting, Direct payment from the plan | $43,750 |
| Capfinancial Partners Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $29,144 |
| Seyfarth Shaw Llp | Legal, Direct payment from the plan | $27,335 |
| Fid Inv Inst Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |