Original filing (PDF)20251010095055NAL0004479475001

LONGY SCHOOL OF MUSIC OF BARD COLLEGE

Name: LONGY SCHOOL OF MUSIC OF BARD COLLEGE — LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: LONGY SCHOOL OF MUSIC OF BARD COLLEGE

Form 5500

FILING_RECEIVED

LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

157

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONGY SCHOOL OF MUSIC OF BARD COLLEGE.

Plan sponsor

Name

LONGY SCHOOL OF MUSIC OF BARD COLLEGE

EIN

14-1713034all filings

Address

27 GARDEN STREET · CAMBRIDGE, MA · 021382407

Phone

(617) 876-0956

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BST & CO. CPAS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$10K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	NONE	$645	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHULTE ROTH & ZABEL LLP	13-2633996	—

Investments

1 pooled fund· $138K(1% 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.