Diana Fortuna signed Metropolitan Opera Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metropolitan Opera Association, Inc.'s EIN is 13-1624087.
Download the official 2024 Form 5500 (PDF) for Metropolitan Opera Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metropolitan Opera Association, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $96K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Ins Co TFLIC Guaranteed Inv Option | Common Stocks | — | — | $48.1M | 20.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $40.7M | 17.5% | |
| Franklin Templeton Franklin Growth A Fund | Mutual Funds | — | — | $21.8M | 9.4% | |
| Vanguard Equity Income | Mutual Funds | — | — | $11.1M | 4.8% | |
| T Rowe Price RA 2030 Fund | Mutual Funds | — | — | $10.2M | 4.4% | |
| T Rowe Price RA 2035 Fund | Mutual Funds | — | — | $8.7M | 3.8% | |
| Vanguard Small Cap Index Signal Fund | Mutual Funds | — | — | $7.1M | 3.1% | |
| T Rowe Price RA 2040 Fund | Mutual Funds | — | — | $6.7M | 2.9% | |
| T Rowe Price RA 2025 Fund | Mutual Funds | — | — | $6.6M | 2.9% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $5.6M | 2.4% | |
| T Rowe Price RA 2045 Fund | Mutual Funds | — | — | $5.2M | 2.2% | |
| Victory Sycamore Established Value I | Other securities | — | — | $5.1M | 2.2% | |
| Calvert Balance I | Other securities | — | — | $4.6M | 2.0% | |
| American Funds Capital World Growth & Income | Mutual Funds | — | — | $4.6M | 2.0% | |
| Vanguard Total Bond Market Index Signal | Mutual Funds | — | — | $4.3M | 1.9% | |
| Fidelity Extended Market Fund | Mutual Funds | — | — | $4.3M | 1.9% | |
| Mass Mutual MassMutual Mid Cap Growth R5 | Other securities | — | — | $4.2M | 1.8% | |
| T Rowe Price RA 2055 Fund | Mutual Funds | — | — | $4.1M | 1.8% | |
| American Funds EuroPacific Growth A Fund | Mutual Funds | — | — | $3.8M | 1.6% | |
| T Rowe Price RA 2020 Fund | Mutual Funds | — | — | $3.5M | 1.5% | |
| Vanguard Total International Stock Index Signal | Mutual Funds | — | — | $3.2M | 1.4% | |
| T Rowe Price RA 2050 Fund | Mutual Funds | — | — | $3.2M | 1.4% | |
| T Rowe Price RA 2060 Fund | Mutual Funds | — | — | $2.3M | 1.0% | |
| Driehaus Emerging Markets Gr Instl | Other securities | — | — | $2.0M | 0.9% | |
| (Other Mutual Funds) * Participants Loans Participant Loans with interest rates of 3.5% to 9.5% | Bonds / Notes | — | — | $1.8M | 0.8% | |
| T Rowe Price RA 2010 Fund | Mutual Funds | — | — | $1.8M | 0.8% | |
| Mainstay NYLI MacKay High Yield Corp Bd R6 | Common Stocks | — | — | $1.7M | 0.8% | |
| Charles Schwab Institutional Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $1.5M | 0.6% | |
| Nuveen Real Estate Secs I | Mutual Funds | — | — | $1.4M | 0.6% | |
| T Rowe Price RA 2015 Fund | Mutual Funds | — | — | $814K | 0.4% | |
| Vanguard Inflation Protection Securities Fund | Mutual Funds | — | — | $812K | 0.3% | |
| T Rowe Price RA 2005 Fund | Mutual Funds | — | — | $354K | 0.2% | |
| T Rowe Price Retirement Balanced | Mutual Funds | — | — | $339K | 0.1% | |
| Transamerica Financial Life Ins. Co. Insurance Company/General Account | Common Stocks | — | — | $92K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | AUDITOR | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | LEGAL | $36K | — |
