Jessica Rothbart signed The Juilliard School's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Juilliard School's EIN is 13-1624067.
Download the official 2022 Form 5500 (PDF) for The Juilliard School from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)The Juilliard School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | NONE | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed annuity contracts * TIAA Traditional Annuity Non-Benefit Responsive | Mutual Funds | — | — | $22.9M | 15.7% | |
| CREF Stock R2 | Mutual Funds | — | — | $17.8M | 12.2% | |
| TIAA Traditional Annuity Fully Benefit Responsive | Mutual Funds | — | — | $9.6M | 6.6% | |
| Vanguard Institutional Index I | OTHER | — | — | $7.9M | 5.4% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $7.6M | 5.2% | |
| CREF Growth R2 | Mutual Funds | — | — | $6.5M | 4.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.0M | 4.1% | |
| s * TIAA - CREF TIAA-CREF International Equity Index Institutional | Mutual Funds | — | — | $4.6M | 3.2% | |
| MFS International Diversification R6 | OTHER | — | — | $4.5M | 3.1% | |
| JPMorgan Large Cap Growth R6 | OTHER | — | — | $4.4M | 3.0% | |
| CREF Money Market R2 | Mutual Funds | — | — | $3.4M | 2.4% | |
| TIAA - CREF TIAA-CREF Lifecycle 2030 Institutional | Mutual Funds | — | — | $3.1M | 2.1% | |
| TIAA - CREF TIAA-CREF Lifecycle 2045 Institutional | Mutual Funds | — | — | $3.1M | 2.1% | |
| TIAA - CREF TIAA-CREF Lifecycle 2035 Institutional | Mutual Funds | — | — | $3.0M | 2.1% | |
| American Century Mid Cap Value R6 | OTHER | — | — | $3.0M | 2.1% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $2.9M | 2.0% | |
| TIAA - CREF TIAA-CREF Lifecycle 2025 Institutional | Mutual Funds | — | — | $2.6M | 1.8% | |
| TIAA - CREF TIAA-CREF Lifecycle 2040 Institutional | Mutual Funds | — | — | $2.6M | 1.8% | |
| TIAA - CREF TIAA-CREF Lifecycle 2050 Institutional | Mutual Funds | — | — | $2.5M | 1.7% | |
| Vanguard Total Bond Market Index Admiral | OTHER | — | — | $2.1M | 1.5% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $2.1M | 1.4% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $2.1M | 1.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $2.0M | 1.4% | |
| TIAA - CREF TIAA-CREF Small-Cap Blend Index Institutional | Mutual Funds | — | — | $2.0M | 1.3% | |
| Vanguard Equity Income Adm | OTHER | — | — | $1.7M | 1.2% | |
| Cohen & Steers Real Estate Securities Z | OTHER | — | — | $1.4M | 0.9% | |
| BlackRock High Yield Bond K | OTHER | — | — | $1.4M | 0.9% | |
| Victory Sycamore Small Company Opportunity R6 | OTHER | — | — | $1.3M | 0.9% | |
| CREF registered investment companies * CREF Core Bond R2 | Mutual Funds | — | — | $1.3M | 0.9% | |
| PIMCO Total Return Institutional | OTHER | — | — | $1.3M | 0.9% | |
| TIAA - CREF TIAA-CREF Lifecycle 2055 Institutional | Mutual Funds | — | — | $1.2M | 0.8% | |
| Vanguard Mid-Cap Index Admiral | OTHER | — | — | $1.1M | 0.8% | |
| TIAA - CREF TIAA-CREF Lifecycle 2020 Institutional | Mutual Funds | — | — | $975K | 0.7% | |
| TIAA Traditional Annuity Non-Benefit Responsive 2 | Mutual Funds | — | — | $965K | 0.7% | |
| CREF Stock R4 | Mutual Funds | — | — | $864K | 0.6% | |
| TIAA - CREF TIAA-CREF Lifecycle 2015 Institutional | Mutual Funds | — | — | $840K | 0.6% | |
| AB Discovery Growth Z | OTHER | — | — | $767K | 0.5% | |
| Participant loans with maturity date ranging from November 2023 to June 2031 | Participant loans | — | — | $536K | 0.4% | |
| Vanguard Federal Money Market Investor | OTHER | — | — | $476K | 0.3% | |
| TIAA - CREF TIAA-CREF Lifecycle 2010 Institutional | Mutual Funds | — | — | $420K | 0.3% | |
| TIAA - CREF TIAA-CREF Lifecycle 2060 Institutional | Mutual Funds | — | — | $253K | 0.2% | |
| TIAA - CREF TIAA-CREF Lifecycle Retirement Income Institutional | Mutual Funds | — | — | $166K | 0.1% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $146K | 0.1% | |
| TIAA - CREF TIAA-CREF Lifecycle 2065 Institutional | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $44K | — |
