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Original filing (PDF)20250821141737NAL0004335793001
COLD SPRING HARBOR LABORATORY
Form 5500
FILING_RECEIVED
THE COLD SPRING HARBOR LABORATORY SECTION 401(A) RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
648
Accounts w/ balance
939
Plan assets (EOY)
$121.7M
Net assets (EOY)
$121.7M
How this plan invests
This plan
30 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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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 | $59K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $8K | — |
Investments
30 direct securities· $121.2M(100% of reported assets)
Uncategorized
$104.8M
29 holdings
Mutual Funds
$16.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES * Fidelity Contrafund R6 | Mutual Funds | — | $526K | $16.4M | 13.4% | |
| American Funds Target Date 2030 R6 | — | — | $551K | $9.5M | 7.8% | |
| Fidelity 500 Index | — | — | $46K | $9.4M | 7.7% | |
| American Funds Target Date 2035 R6 | — | — | $485K | $9.2M | 7.6% | |
| American Funds Target Date 2040 R6 | — | — | $442K | $9.1M | 7.5% | |
| GROUP ANNUTIY CONTRACT New York Life Guaranteed Interest Account | — | — | — | $8.5M | 7.0% | |
| BlackRock Equity Div K | — | — | $402K | $7.6M | 6.3% | |
| American Funds Target Date 2025 R6 | — | — | $484K | $7.4M | 6.0% | |
| Pioneer Bond K | — | — | $807K | $6.6M | 5.4% | |
| American Funds Target Date 2045 R6 | — | — | $288K | $6.1M | 5.0% | |
| American Funds Target Date 2020 R6 | — | — | $417K | $5.6M | 4.6% | |
| American Funds Target Date 2050 R6 | — | — | $204K | $4.3M | 3.5% | |
| Fidelity Small Cap Index | — | — | $115K | $3.2M | 2.6% | |
| MFS Mid Cap Value R6 | — | — | $86K | $2.7M | 2.2% | |
| GQG Partners Emerging Markets Equity I | — | — | $105K | $1.7M | 1.4% | |
| Cohen & Steers Realty | — | — | $26K | $1.7M | 1.4% | |
| MFS Intl. Divrsn R6 | — | — | $72K | $1.6M | 1.3% | |
| MGL Mid Cap Growth R6 | — | — | $54K | $1.6M | 1.3% | |
| Fidelity Intl. Index | — | — | $31K | $1.5M | 1.2% | |
| American Funds Target Date 2055 R6 | — | — | $48K | $1.3M | 1.0% | |
| American Funds Target Date 2010 R6 | — | — | $95K | $1.1M | 0.9% | |
| Baron Growth Inst. | — | — | $11K | $1.1M | 0.9% | |
| UM Behavorial Val R6 | — | — | $10K | $818K | 0.7% | |
| NWD Gnv Small Cap Growth R6 | — | — | $9K | $751K | 0.6% | |
| American Funds Target Date 2060 R6 | — | — | $41K | $731K | 0.6% | |
| American Funds Target Date 2015 R6 | — | — | $56K | $692K | 0.6% | |
| Fidelity Inflation Pr Bond Index | — | — | $69K | $615K | 0.5% | |
| BR Strat Global Bond K | — | — | $65K | $339K | 0.3% | |
| MONEY MARKET FUNDS * Fidelity Govt Money Market Prm | — | — | $14K | $14K | <0.1% | |
| Fidelity Govt Money Market | — | — | $10K | $10K | <0.1% |