# Montefiore Nyack Hospital DB Plan
Source: https://planprovider.pro/companies/montefiore-nyack-hospital-plan

> Montefiore Nyack Hospital's DB plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montefiore Nyack Hospital

- **Sponsor EIN:** 131740119

- **Sponsor Address:** 160 NORTH MIDLAND AVE, NYACK, NY, 10960

- **Plan Type:** DB

- **Total Participants:** 30

- **Total Assets:** $24.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|30|$24.5M|$611,376|$0|

| 2023|35|$25.4M|$749,260|$0|

| 2022|39|$25.2M|$0|$0|

## 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|$111,824|—|$111,824|

| RAYMOND JAMES & ASSOCIATES|CONSULTANT|$37,080|—|$37,080|

| PKF O'CONNOR DAVIES, 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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $148,904

- **Estimated Expense Ratio:** 0.608% 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|$360,896|$37,080|—|—|—|

| 2023|$462,850|$46,719|—|—|—|

| 2022|$460,879|$34,972|—|—|$40,000|

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