# New York City Ballet, INC 403(b) Plan
Source: https://planprovider.pro/companies/new-york-city-ballet-inc-403b-plan

> New York City Ballet, INC's 403(b) plan: 1,370 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [EISNER AMPER LLP](https://planprovider.pro/provider/eisneramper-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|—|—|

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