New York Medical College Tax Deferred Annuity Plan
Sponsored by New York Medical College · EIN 131099420 · Plan #002
- Total assets
- $720M
- Net assets
- $720M
- Active participants
- 1,319
- With balances
- 2,317
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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) | $152,890 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $130,164 |
| Rbt Cpas, Llp | Accounting, Direct payment from the plan | $20,500 |
| Laiken Associates, Inc. | Investment management, Direct payment from the plan, Investment management fees (indirect) | $10,281 |