Original filing (PDF)20250728115537NAL0001978897001

LOCUST VALLEY LIBRARY

Name: LOCUST VALLEY LIBRARY — TIAA-CREF RETIREMENT PLAN FOR LOCUST VALLEY LIBRARY EMPLOYEES, Form 5500 (2024)
Creator: LOCUST VALLEY LIBRARY

Form 5500-SF

FILING_RECEIVED

TIAA-CREF RETIREMENT PLAN FOR LOCUST VALLEY LIBRARY EMPLOYEES

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCUST VALLEY LIBRARY.

Plan sponsor

Name

LOCUST VALLEY LIBRARY

EIN

11-1797178

Address

170 BUCKRAM RD · LOCUST VALLEY, NY · 115601925

Phone

(516) 671-1837

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

GRADUATE SCHOOL OF BANKING, INC.

GRADUATE SCHOOL OF BANKING, INC. RETIREMENT SAVINGS PLAN

$2.7M · 5 participants

TOPEKA COLLEGIATE SCHOOL, INC.

TIAA-CREF RETIREMENT PLAN

$2.7M · 38 participants

CAREER NETWORKS INSTITUTE INC

CAREER NETWORKS INSTITUTE

$2.7M · 87 participants

MORNINGSIDE CENTER FOR TEACHING SOCIAL RESPONSIBILITY, INC.

MORNINGSIDE CENTER FOR TEACHING SOCIAL RESPONSIBILITY, INC. 403(B) PLAN

$2.7M · 70 participants

ASIAN UNIVERSITY FOR WOMEN SUPPORT FOUNDATION