Plan Snapshot
- Plan Sponsor: New York City Ballet, INC
- Sponsor EIN: 132947386
- Sponsor Address: 70 LINCOLN CENTER PLAZA, 4TH FLOOR, NEW YORK, NY, 100236580
- Plan Type: 403(b)
- Total Participants: 1,370
- Total Assets: $73.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,370 | $73.9M | $458,746 | $2.8M |
| 2023 | 1,337 | $66.1M | $423,616 | $2.4M |
| 2022 | 1,266 | $57.9M | $390,458 | $2.4M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $204,391 | — | $204,391 |
| CAPFINANCIAL PARTNERS | ADVISORY | $57,104 | — | $57,104 |
| EISNER AMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- EISNER AMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,495
- Estimated Expense Ratio: 0.354% 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 | $261,495 | $57,104 | $204,391 | — | — |
| 2023 | $282,059 | $55,306 | $206,803 | $19,950 | — |
| 2022 | $285,950 | — | $285,950 | — | — |