# The Mount Sinai Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/the-mount-sinai-medical-center-403b-plan

> The Mount Sinai Medical Center's 403(b) plan: 46,304 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mount Sinai Medical Center

- **Sponsor EIN:** 131624096

- **Sponsor Address:** 150E 42ND STREET 5TH FLOOR, NEW YORK, NY, 10017

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

- **Total Participants:** 46,304

- **Total Assets:** $9.5B

## 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|46,304|$9.5B|$144.4M|$284.2M|

| 2023|46,850|$8.5B|$134.3M|$251.4M|

| 2022|30,241|$7.3B|$122.1M|$246.5M|

## 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|

| CAPFINANCIAL PARTNERS, LLC|NONE|$1,073,495|—|$1,073,495|

| TIAA|NONE|$627,095|—|$627,095|

| PROSKAUER ROSE LLP|NONE|$91,565|—|$91,565|

| WISS AND COMPANY, LLC|NONE|$75,000|—|$75,000|

| PRUDENTIAL INS. CO. OF AMERICA|NONE|$54,566|—|$54,566|

| TRANSAMERICA RETIREMENT SOLUTIONS|NONE|$8,358|—|$8,358|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [WISS AND COMPANY, LLC](https://planprovider.pro/provider/wiss-and-company) — NONE

- [PRUDENTIAL INS. CO. OF AMERICA](https://planprovider.pro/provider/empower) — NONE

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,930,079

- **Estimated Expense Ratio:** 0.020% 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|$1,931,404|$1,347,585|$107,652|$75,000|—|

| 2023|$867,652|$348,240|$14,581|$140,000|—|

| 2022|$534,962|$127,067|—|—|$31,303|

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

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