New York City Ballet, Inc 403(b) Plan
Sponsored by New York City Ballet, Inc · EIN 132947386 · Plan #002
- Total assets
- $73.9M
- Net assets
- $73.9M
- Active participants
- 1,370
- With balances
- 450
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $204,391 |
| Capfinancial Partners | Investment advisory (participants), Investment advisory (plan) | $57,104 |