Plan Snapshot
- Plan Sponsor: Montefiore Nyack Hospital
- Sponsor EIN: 131740119
- Sponsor Address: 160 NORTH MIDLAND AVE, NYACK, NY, 10960
- Plan Type: 403(b)
- Total Participants: 878
- Total Assets: $75.1M
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 | 878 | $75.1M | $0 | $6.4M |
| 2023 | 821 | $65.5M | $874 | $5.5M |
| 2022 | 794 | $56.0M | $0 | $5.5M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $157,607 | $45,000 | — | — | — |
| 2023 | $148,797 | $60,000 | — | — | — |
| 2022 | $149,527 | $60,000 | — | — | — |