Plan Snapshot
- Plan Sponsor: Brookdale Hospital Medical Center
- Sponsor EIN: 111631746
- Sponsor Address: ONE BROOKDALE PLAZA, BROOKLYN, NY, 11212
- Plan Type: 403(b)
- Total Participants: 6,075
- Total Assets: $374.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,075 | $374.0M | $4.2M | $20.6M |
| 2023 | 4,103 | $198.4M | $3.7M | $16.2M |
| 2022 | 2,001 | $171.8M | $221,071 | $15.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $143,315 | — | $143,315 |
| DAVIS & GILBERT | LEGAL | $137,081 | — | $137,081 |
| NEPC, LLC | INVESTMENT ADVISOR | $56,502 | — | $56,502 |
| COHREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- NEPC, LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $336,898
- Estimated Expense Ratio: 0.090% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $336,898 | $56,502 | — | — | — |
| 2023 | $86,918 | — | — | — | — |
| 2022 | $261,097 | $50,000 | — | — | $1,125 |