The Albany Medical Center Retirement Plan
Sponsored by Albany Med Health System · EIN 141641730 · Plan #003
- Total assets
- $290M
- Net assets
- $290M
- Active participants
- 7,970
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Goldman Sachs & Co. Llc CRD 361 | fuzzy_auto · 94% | 2024 |
| Conning, Inc. CRD 107423 | deterministic · 100% | 2024 |
| Edgewood Management Llc CRD 106647 | deterministic · 100% | 2024 |
| Van Berkom And Associates Inc. CRD 128221 | fuzzy_auto · 98% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc. | Direct payment from the plan, Actuarial | $481,139 |
| Goldman Sachs | Investment management, Investment management fees (direct) | $146,536 |
| Victory Capital Mgmt Key Trust Co. | Contract administrator, Custodial (securities), Trustee (institutional) | $97,807 |
| Conning, Inc. | Investment management, Investment management fees (direct) | $49,554 |
| Accuprint | Other services, Direct payment from the plan | $38,095 |
| Verrill | Legal, Direct payment from the plan | $30,026 |
| Edgewood Management Llc | Investment management, Investment management fees (direct) | $29,725 |
| Ryder Court Global | Investment management fees (direct) | $29,004 |
| Van Berkom & Associates | Investment management, Investment management fees (direct) | $22,023 |
| Westfield Capital Management Co. | Investment management, Investment management fees (direct) | $20,319 |
| Uhy Llp | Accounting, Direct payment from the plan | $15,759 |