ANN Welch signed Longy School of Music of BARD College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Longy School of Music of BARD College's EIN is 14-1713034.
Download the official 2024 Form 5500 (PDF) for Longy School of Music of BARD College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Longy School of Music of BARD College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $10K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $645 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTE ROTH & ZABEL LLP | 13-2633996 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 Variable Annuities | Mutual Funds | — | — | $785K | 7.2% | |
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $728K | 6.7% | |
| TIAA-CREF lfcyle Idx 2025 R6 Mutual Fund | Common Collective Trusts | — | — | $684K | 6.3% | |
| TIAA-CREF lfcyle Idx 2045 R6 Mutual Fund | Common Collective Trusts | — | — | $596K | 5.5% | |
| TIAA Traditional Non Benefit Responsive Fixed Rate Annuity Contract | Mutual Funds | — | — | $543K | 5.0% | |
| CREF Global Equities R2 Variable Annuities | Mutual Funds | — | — | $428K | 3.9% | |
| TIAA-CREF lfcyle Idx 2030 R6 Mutual Fund | Common Collective Trusts | — | — | $383K | 3.5% | |
| Vanguard Inst Idx inst Mutual Fund | Common Collective Trusts | — | — | $376K | 3.5% | |
| CREF Growth R2 Variable Annuities | Mutual Funds | — | — | $311K | 2.9% | |
| TIAA-CREF lfcyle Idx 2055 R6 Mutual Fund | Common Collective Trusts | — | — | $308K | 2.8% | |
| TIAA-CREF lfcyle Idx 2035 R6 Mutual Fund | Common Collective Trusts | — | — | $291K | 2.7% | |
| FID FREEDOM 2040 Mutual Fund | Mutual Funds | — | — | $266K | 2.4% | |
| FID CONTRAFUND Mutual Fund | Mutual Funds | — | — | $255K | 2.3% | |
| CREF Social Choice R2 Variable Annuities | Mutual Funds | — | — | $229K | 2.1% | |
| TIAA-CREF lfcyle Idx 2040 R6 Mutual Fund | Common Collective Trusts | — | — | $218K | 2.0% | |
| CREF Equity Index R2 Variable Annuities | Common Collective Trusts | — | — | $195K | 1.8% | |
| FID GROWTH COMPANY Mutual Fund | Mutual Funds | — | — | $185K | 1.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $169K | 1.5% | |
| FID FREEDOM 2045 Mutual Fund | Mutual Funds | — | — | $163K | 1.5% | |
| FID MAGELLAN Mutual Fund | Mutual Funds | — | — | $158K | 1.5% | |
| TIAA-CREF lfcyle Idx 2050 R6 Mutual Fund | Common Collective Trusts | — | — | $150K | 1.4% | |
| TIAA-CREF lfcyle Idx 2010 R6 Mutual Fund | Common Collective Trusts | — | — | $144K | 1.3% | |
| FID FREEDOM 2035 Mutual Fund | Mutual Funds | — | — | $143K | 1.3% | |
| TIAA-CREF lfcyle Idx 2020 R6 Mutual Fund | Common Collective Trusts | — | — | $140K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $138K | 1.3% | |
| FID ASSET MGR 70% Mutual Fund | Mutual Funds | — | — | $109K | 1.0% | |
| FID BLUE CHIP VALUE Mutual Fund | Mutual Funds | — | — | $89K | 0.8% | |
| CREF Core Bond R2 Variable Annuities | Mutual Funds | — | — | $88K | 0.8% | |
| CREF Inflation-Linked Bond R2 Variable Annuities | Mutual Funds | — | — | $87K | 0.8% | |
| FID STK SEL SM CAP Mutual Fund | Mutual Funds | — | — | $86K | 0.8% | |
| Vanguard Mid-Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $81K | 0.7% | |
| FID FREEDOM 2025 Mutual Fund | Mutual Funds | — | — | $80K | 0.7% | |
| FID DISCIPLND EQTY Mutual Fund | Mutual Funds | — | — | $77K | 0.7% | |
| MFS Mid Cap Value Class R6 Mutual Fund | Mutual Funds | — | — | $69K | 0.6% | |
| FID MID CAP VALUE Mutual Fund | Mutual Funds | — | — | $67K | 0.6% | |
| TIAA-CREF lfcyle Idx 2015 R6 Mutual Fund | Common Collective Trusts | — | — | $67K | 0.6% | |
| T. Rowe Price Capital App Fd Mutual Fund | Other securities | — | — | $67K | 0.6% | |
| JPMorgan Equity Inc Ft Cla R6 Mutual Fund | Common Stocks | — | — | $66K | 0.6% | |
| FID STRATEGIC INCOME Mutual Fund | Mutual Funds | — | — | $65K | 0.6% | |
| Vanguard Small-Cap idx Inst Mutual Fund | Common Collective Trusts | — | — | $64K | 0.6% | |
| MFS Intl Diversification CL R6 Mutual Fund | Mutual Funds | — | — | $61K | 0.6% | |
| FID FREEDOM 2030 Mutual Fund | Mutual Funds | — | — | $59K | 0.5% | |
| TIAA Access Real Est Secs T4 Mutual Fund | Mutual Funds | — | — | $56K | 0.5% | |
| BlackRock High Yield Inst Mutual Fund | Other securities | — | — | $55K | 0.5% | |
| FID GROWTH & INC Mutual Fund | Mutual Funds | — | — | $55K | 0.5% | |
| FID INTL DISCOVERY Mutual Fund | Mutual Funds | — | — | $52K | 0.5% | |
| MFS Growth Fund Class R4 Mutual Fund | Mutual Funds | — | — | $52K | 0.5% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $51K | 0.5% | |
| FID FIDELITY FUND Mutual Fund | Mutual Funds | — | — | $50K | 0.5% | |
| AllSpring Core Plus Bond R6 Mutual Fund | Other securities | — | — | $46K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $6K |
| — |
