Plan Snapshot
- Plan Sponsor: The Curtis Institute Of Music
- Sponsor EIN: 231585611
- Sponsor Address: 1726 LOCUST STREET, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 66 | $13.5M | $400,513 | $520,017 |
| 2023 | 62 | $11.7M | $337,169 | $408,312 |
| 2022 | 38 | $9.4M | $271,617 | $304,819 |
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 |
|---|---|---|---|---|
| BETHKE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETHKE CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,804 | — | $7,804 | — | — |
| 2023 | $25 | — | $25 | — | — |
| 2022 | $5,275 | $5,250 | $25 | — | — |