The New York Philharmonic Orchestra Pension Plan
Sponsored by The Philharmonic Symphony Society Of New York, Inc. · EIN 131664054 · Plan #002
- Total assets
- $65.2M
- Net assets
- $65.1M
- Active participants
- 95
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Associates Llc | Investment advisory (plan), Investment management fees (direct) | $111,436 |
| The Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan, Custodial (securities) | $95,758 |
| Harper Danesh, Llc | Actuarial, Direct payment from the plan | $74,754 |
| Armanino Llp | Accounting, Direct payment from the plan | $20,508 |
| Arrowstreet Capital | Investment management fees (direct) | $16,196 |
| Legal & General Investment Mgmt | Investment management fees (direct) | $12,500 |