AUMdb

New York Blood Center Retirement Plan

Sponsored by New York Blood Center · EIN 131949477 · Plan #001

Total assets
$505M
Net assets
$505M
Active participants
2,579
With balances
4,846

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $300,073
Onedigital Investment Advisors Investment management, Direct payment from the plan $147,000
Jackson Lewis P.C. Legal, Direct payment from the plan $34,895
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $24,150
The Variable Annuity Life Insurance Recordkeeping, Investment advisory (participants), Direct payment from the plan $19,236
New York Blood Center Direct payment from the plan $14,910