The Retirement Savings Plan
Sponsored by The New York Presbyterian Hospital · EIN 133957095 · Plan #004
- Total assets
- $4.8B
- Net assets
- $4.8B
- Active participants
- 50,152
- With balances
- 63,840
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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,844,636 |
| Aon Investments Usa Inc. | Investment advisory (plan) | $159,089 |
| Lincoln National Corporation | Contract administrator | $4,936 |
| Empower Financial Services, Inc | Distribution (12b-1) fees, Other investment fees and expenses, Securities brokerage | $2,355 |
| Tiaa Teachers Insurance And Annui | Recordkeeping | $1,875 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $870 |
| Transameria Retirement Solutions | Claims processing, Recordkeeping, Investment management | $80 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |