The Juilliard School Defined Contribution Retirement Plan
Sponsored by The Juilliard School · EIN 131624067 · Plan #001
- Total assets
- $180M
- Net assets
- $180M
- Active participants
- 612
- With balances
- 982
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $118,302 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $57,660 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $29,680 |