# Montefiore Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/montefiore-medical-center-403b-plan

> Montefiore Medical Center's 403(b) plan: 16,359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montefiore Medical Center

- **Sponsor EIN:** 131740114

- **Sponsor Address:** 111 E 210TH ST, BRONX, NY, 104672401

- **Plan Type:** 403(b)

- **Total Participants:** 16,359

- **Total Assets:** $4.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|16,359|$4.3B|$59.5M|$203.7M|

| 2023|16,441|$3.9B|$60.7M|$186.2M|

| 2022|16,736|$3.3B|$60.1M|$173.0M|

## 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|

| METROPOLITAN LIFE INSURANCE|OTHER|$2,975,457|—|$2,975,457|

| AON INVESTMENT USA INC|INVEST ADVISORY|$51,750|—|$51,750|

| PKF O'CONNOR DAVIES, LLP|AUDIT|$43,750|—|$43,750|

| CAPFINANCIAL PARTNERS LLC|CONSULTANT|$29,144|—|$29,144|

| SEYFARTH SHAW LLP|LEGAL|$27,335|—|$27,335|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — AUDIT

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — LEGAL

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,127,436

- **Estimated Expense Ratio:** 0.072% 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|$46,725|—|—|$43,750|—|

| 2023|$104,574|—|$4,500|—|—|

| 2022|$1,689,893|—|—|—|$208,417|

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

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