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Original filing (PDF)20250821141638NAL0004235857001
COLD SPRING HARBOR LABORATORY
Form 5500
FILING_RECEIVED
COLD SPRING HARBOR LABORATORY TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,133
Accounts w/ balance
1,226
Plan assets (EOY)
$114.1M
Net assets (EOY)
$114.1M
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLD SPRING HARBOR LABORATORY.
Plan sponsor
Name
COLD SPRING HARBOR LABORATORY
EIN
11-2013303
Address
ONE BUNGTOWN ROAD · COLD SPRING HARBOR, NY · 117242209
Phone
(516) 367-8499
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $45K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $8K | — |
Investments
51 direct securities · 1 pooled fund· $113.9M(100% of reported assets)
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.
Uncategorized
$113.2M
51 holdings
Pooled Separate Account
$768K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE SHARES * TIAA Traditional Annuity Account - Non Benefit Responsive ** 3 REGISTERED INVESTMENT COMPANIES, AT FAIR VALUE * Fidelity Contrafund K6 | — | — | $370K | $11.5M | 10.1% | |
| American Funds Target Date 2030 R6 | — | — | $510K | $8.8M | 7.7% | |
| INSURANCE COMPANY GENERAL CONTRACT, AT CONTRACT VALUE * TIAA Traditional Annuity Account - Benefit Responsive | — | — | — | $8.5M | 7.4% | |
| Fidelity 500 Index | — | — | $37K | $7.6M | 6.7% | |
| GROUP ANNUITY CONTRACT, AT CONTRACT VALUE NY Life Guaranteed Interest Account | — | — | — | $6.7M | 5.9% | |
| American Funds Target Date 2025 R6 | — | — | $404K | $6.1M | 5.4% | |
| American Funds Target Date 2035 R6 | — | — | $274K | $5.2M | 4.6% | |
| BlackRock Equity Div K | — | — | $269K | $5.1M | 4.5% | |
| American Funds Target Date 2040 R6 | — | — | $242K | $5.0M | 4.4% | |
| CREF Stock R2 | — | — | $5K | $4.7M | 4.1% | |
| Pioneer Bond K | — | — | $570K | $4.7M | 4.1% | |
| CREF Equity Index R2 | — | — | $6K | $3.3M | 2.9% | |
| CREF Growth R2 | — | — | $6K | $3.2M | 2.8% | |
| American Funds Target Date 2045 R6 | — | — | $133K | $2.8M | 2.5% | |
| American Funds Target Date 2050 R6 | — | — | $121K | $2.5M | 2.2% | |
| Fidelity Small Cap Index | — | — | $89K | $2.5M | 2.2% | |
| American Funds Target Date 2020 R6 | — | — | $179K | $2.4M | 2.1% | |
| MFS Mid Cap Value R6 | — | — | $71K | $2.3M | 2.0% | |
| American Funds Target Date 2055 R6 | — | — | $71K | $1.9M | 1.6% | |
| CREF Global Equities R2 | — | — | $5K | $1.7M | 1.4% | |
| GQG Partners Em Mkt Eq I | — | — | $98K | $1.6M | 1.4% | |
| MGL Md Cp Growth R6 | — | — | $52K | $1.6M | 1.4% | |
| Fidelity Intl Index | — | — | $29K | $1.4M | 1.2% | |
| American Funds Target Date 2060 R6 | — | — | $75K | $1.3M | 1.2% | |
| MFS Intl Divrsn R6 | — | — | $59K | $1.3M | 1.2% | |
| Cohen & Steers Rlty | — | — | $20K | $1.3M | 1.2% | |
| Nwd Gnv Sm Cap Gr R6 | — | — | $10K | $918K | 0.8% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $768K | 0.7% | |
| Baron Growth Inst | — | — | $8K | $740K | 0.6% | |
| CREF Social Choice R2 | — | — | $2K | $698K | 0.6% | |
| 9.50% with maturities through 2029 | — | — | — | $579K | 0.5% | |
| Um Behavioral Val R6 | — | — | $6K | $537K | 0.5% | |
| Br Strat Glb Bd K | — | — | $103K | $533K | 0.5% | |
| Nuveen Lifecycle 2010 Retire | — | — | $41K | $522K | 0.5% | |
| CREF Inflation-Linked Bond R2 | — | — | $6K | $486K | 0.4% | |
| Fidelity Infl Pr Bond Index | — | — | $38K | $337K | 0.3% | |
| Nuveen Large Cap Val Idx Rtmt | — | — | $13K | $334K | 0.3% | |
| American Funds Target Date 2010 R6 | — | — | $29K | $333K | 0.3% | |
| Nuveen Lifecycle 2040 Retire | — | — | $19K | $327K | 0.3% | |
| CREF Core Bond R2 | — | — | $2K | $273K | 0.2% | |
| Nuveen Lifecycle 2030 Retire | — | — | $17K | $251K | 0.2% | |
| Nuveen Internatl Eq Idx Retire | — | — | $9K | $202K | 0.2% | |
| American Funds Target Date 2015 R6 | — | — | $12K | $148K | 0.1% | |
| Nuveen Lifecycle 2025 Retire | — | — | $10K | $138K | 0.1% | |
| Nuveen Mid Cap Value Retire | — | — | $8K | $137K | 0.1% | |
| Nuveen Lifecycle 2035 Retire | — | — | $8K | $134K | 0.1% | |
| Nuveen Small Cap Bld Idx Rtmt | — | — | $5K | $129K | 0.1% | |
| Nuveen Lifecycle 2020 Retire | — | — | $9K | $119K | 0.1% | |
| CREF Money Market R2 | — | — | $3K | $101K | <0.1% | |
| Nuveen Mid Cap Growth Retire | — | — | $5K | $100K | <0.1% | |
| Nuveen Emerg Mkts Eq Idx Rtmt | — | — | $6K | $60K | <0.1% | |
| MONEY MARKET FUND, AT FAIR VALUE * Fidelity Government Money Market | — | — | $18K | $18K | <0.1% |
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