# Brookdale Hospital Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/brookdale-hospital-medical-center-403b-plan-004

> Brookdale Hospital Medical Center&#39;s 403(b) plan: 6,075 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brookdale-hospital-medical-center-403b-plan-004)

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