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Original filing (PDF)20251015093417NAL0005671680001
BARNARD COLLEGE
Form 5500
FILING_RECEIVED
BARNARD COLLEGE 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
905
Accounts w/ balance
2,184
Plan assets (EOY)
$441.2M
Net assets (EOY)
$441.2M
How this plan invests
This plan
1 pooled trust
Schedule D
41 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARNARD COLLEGE.
Plan sponsor
Name
BARNARD COLLEGE
EIN
13-1628149
Address
3009 BROADWAY · NEW YORK, NY · 100276909
Phone
(212) 854-2551
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
INSERO & CO CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | NONE | $192K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $28K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $26K | — |
| INSERO AND CO. CPAS, LLP | 47-5324570 | — | NONE | $15K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-3532603 | — | NONE | $8K | — |
Investments
39 direct securities · 1 pooled fund· $428.4M(97% 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
$416.9M
39 holdings
Pooled Separate Account
$11.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Non Fully Benefit Responsive Fixed Annuity | — | — | — | $73.2M | 16.6% | |
| CREF Stock R2 | — | — | — | $68.9M | 15.6% | |
| CREF Growth R2 | — | — | — | $22.5M | 5.1% | |
| Vanguard Institutional Index I | — | — | — | $21.7M | 4.9% | |
| CREF Global Equities R2 | — | — | — | $20.3M | 4.6% | |
| TIAA Fully Benefit Responsive Fixed Annuity | — | — | — | $17.2M | 3.9% | |
| CREF Social Choice R2 | — | — | — | $16.0M | 3.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $14.2M | 3.2% | |
| CREF Equity Index R2 | — | — | — | $13.2M | 3.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $12.4M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.5M | 2.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $10.5M | 2.4% | |
| Vanguard Total International Stock Index Institutional | — | — | — | $10.4M | 2.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $10.1M | 2.3% | |
| CREF Stock R4 | — | — | — | $7.9M | 1.8% | |
| DFA US Sustainability Core1 | — | — | — | $7.7M | 1.7% | |
| Vanguard Small-Cap Index Institutional | — | — | — | $7.2M | 1.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $6.9M | 1.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $6.7M | 1.5% | |
| Vanguard Target Retirement 2025 | — | — | — | $6.7M | 1.5% | |
| Vanguard Mid-Cap Index Institutional | — | — | — | $6.5M | 1.5% | |
| CREF Core Bond R2 | — | — | — | $6.5M | 1.5% | |
| MFS Value Fund Class R6 | — | — | — | $6.1M | 1.4% | |
| CREF Social Choice R4 | — | — | — | $5.7M | 1.3% | |
| Vanguard Total Bond Market Index Institutional | — | — | — | $5.4M | 1.2% | |
| JPMorgan Large Cap Growth | — | — | — | $5.4M | 1.2% | |
| American Funds New Perspective Fund R6 | — | — | — | $4.5M | 1.0% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $3.6M | 0.8% | |
| BlackRock Total Return K | — | — | — | $2.9M | 0.7% | |
| Hartford Schroders Emerging Market Equity | — | — | — | $2.7M | 0.6% | |
| Vanguard Target Retirement Income | — | — | — | $2.6M | 0.6% | |
| CREF Money Market R2 | — | — | — | $2.5M | 0.6% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.4M | 0.5% | |
| American Funds EuroPac Growth R6 | — | — | — | $2.2M | 0.5% | |
| Vanguard Federal Money Market | — | — | — | $2.1M | 0.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $540K | 0.1% | |
| dates from January 2025 to April 2034 | — | — | — | $501K | 0.1% | |
| PIMCO RAE US Small Fund Instl | — | — | — | $482K | 0.1% | |
| Nationwide Geneva Small-Cap Growth Ins | — | — | — | $381K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $6K | <0.1% |