Jeffrey Meade signed BARD College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BARD College's EIN is 14-1713034.
Download the official 2024 Form 5500 (PDF) for BARD College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BARD College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $306K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | NONE | $102K | — |
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.
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 |
|---|---|---|---|---|---|
| BST & CO. CPA'S LLP | 14-1442607 | — | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTE ROTH & ZABEL LLP | 13-2633996 | — | NONE | $77K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity - Non-Benefit-Responsive Fixed-Rate Annuity Contract | Mutual Funds | — | — | $49.1M | 12.9% | |
| CREF Stock R2 Variable Annuity | Mutual Funds | — | — | $40.2M | 10.6% | |
| CREF Growth R2 Variable Annuity | Mutual Funds | — | — | $18.8M | 5.0% | |
| Vanguard Inst Idx Inst Mutual Fund | Common Collective Trusts | — | — | $17.6M | 4.6% | |
| CREF Global Equities R2 Variable Annuity | Mutual Funds | — | — | $15.9M | 4.2% | |
| Nuveen Lifecycle lx 2045 R6 Mutual Fund | Mutual Funds | — | — | $15.3M | 4.0% | |
| CREF Equity Index R2 Variable Annuity | Common Collective Trusts | — | — | $15.3M | 4.0% | |
| Nuveen Lifecycle lx 2030 R6 Mutual Fund | Mutual Funds | — | — | $15.2M | 4.0% | |
| Nuveen Lifecycle lx 2040 R6 Mutual Fund | Mutual Funds | — | — | $14.7M | 3.9% | |
| CREF Social Choice R2 Variable Annuity | Mutual Funds | — | — | $14.3M | 3.8% | |
| Nuveen Lifecycle lx 2025 R6 Mutual Fund | Mutual Funds | — | — | $12.3M | 3.2% | |
| Nuveen Lifecycle lx 2035 R6 Mutual Fund | Mutual Funds | — | — | $11.1M | 2.9% | |
| TIAA Traditional Annuity - Non-Benefit-Responsive Fixed-Rate Annuity Contract | Mutual Funds | — | — | $10.3M | 2.7% | |
| Nuveen Lifecycle lx 2050 R6 Mutual Fund | Mutual Funds | — | — | $9.4M | 2.5% | |
| JPMorgan Equity Inc Fd Cla R6 Mutual Fund | Common Stocks | — | — | $7.7M | 2.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.4M | 1.9% | |
| Vanguard Small-Cap Idx inst Mutual Fund | Common Collective Trusts | — | — | $7.1M | 1.9% | |
| Nuveen Lifecycle lx 2020 R6 Mutual Fund | Mutual Funds | — | — | $6.6M | 1.7% | |
| MFS Intl Diversification CI R6 Mutual Fund | Mutual Funds | — | — | $6.4M | 1.7% | |
| Vanguard Developed Mkts Idx Adm Mutual Fund | Common Collective Trusts | — | — | $6.4M | 1.7% | |
| TIAA Stable Value Fixed-Rate Group Annuity Contract | Stable Value | — | — | $5.3M | 1.4% | |
| CREF Core Bond R2 Variable Annuity | Mutual Funds | — | — | $4.8M | 1.3% | |
| Nuveen Lifecycle lx 2055 R6 Mutual Fund | Mutual Funds | — | — | $4.2M | 1.1% | |
| MFS Growth Fund Class R4 Mutual Fund | Mutual Funds | — | — | $4.0M | 1.0% | |
| Nuveen Lifecycle lx 2015 R6 Mutual Fund | Mutual Funds | — | — | $3.8M | 1.0% | |
| MFS Mid Cap Value Class R6 Mutual Fund | Mutual Funds | — | — | $3.5M | 0.9% | |
| CREF Inflation-Linked Bond R2 Variable Annuity | Mutual Funds | — | — | $3.1M | 0.8% | |
| Nuveen Lifecycle lx 2010 R6 Mutual Fund | Mutual Funds | — | — | $3.1M | 0.8% | |
| JPMorgan US Research Enh Eq R6 Mutual Fund | Other securities | — | — | $3.0M | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2.9M | 0.8% | |
| Vanguard Real Estate Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2.5M | 0.7% | |
| T. Rowe Price Capital App Fd Mutual Fund | Other securities | — | — | $2.5M | 0.7% | |
| Vanguard Mid-Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2.4M | 0.6% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $2.4M | 0.6% | |
| CREF Money Market R2 Variable Annuity | Mutual Funds | — | — | $2.2M | 0.6% | |
| Allspring Small Co Growth Inst Mutual Fund | Common Stocks | — | — | $2.1M | 0.6% | |
| BlackRock High Yield Bd Inst Mutual Fund | Other securities | — | — | $2.0M | 0.5% | |
| Allspring Core Plus Bond R6 Mutual Fund | Other securities | — | — | $2.0M | 0.5% | |
| Nuveen Lifecycle lx 2060 R6 Mutual Fund | Mutual Funds | — | — | $2.0M | 0.5% | |
| DFA Internat Sustain Core 1 Mutual Fund | Mutual Funds | — | — | $1.5M | 0.4% | |
| BlackRock Mid Cap Growth Eq K Mutual Fund | Other securities | — | — | $1.0M | 0.3% | |
| maturing at various dates through 2029 | Other securities | — | — | $556K | 0.1% | |
| PIMCO Income Fd Institutional Mutual Fund | Mutual Funds | — | — | $438K | 0.1% | |
| Nuveen Lifecycle lx 2065 R6 Mutual Fund | Mutual Funds | — | — | $313K | <0.1% | |
| Domini Impact Bond Inst Mutual Fund | U.S. Treasuries | — | — | $207K | <0.1% | |
| Nuveen LfCyc lx Ret Inc R6 Mutual Fund | Mutual Funds | — | — | $116K | <0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 Mutual Fund | Mutual Funds | — | — | $72K | <0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 Mutual Fund | Mutual Funds | — | — | $46K | <0.1% | |
| TIAA Access Qt Sm Cp Eq T4 Mutual Fund | Mutual Funds | — | — | $36K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 Mutual Fund | Mutual Funds | — | — | $35K | <0.1% |
