Plan Snapshot
- Plan Sponsor: Longy School Of Music Of Bard College
- Sponsor EIN: 141713034
- Sponsor Address: 27 GARDEN STREET, CAMBRIDGE, MA, 021382407
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $10.9M | $135,062 | $286,222 |
| 2023 | 84 | $9.4M | $72,193 | $146,936 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TIAA | NONE | $9,646 | — | $9,646 |
| SCHULTE ROTH & ZABEL LLP | NONE | $5,577 | — | $5,577 |
| BST & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- SCHULTE ROTH & ZABEL LLP — NONE
- BST & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,223
- Estimated Expense Ratio: 0.140% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,480 | $1,612 | — | — | — |
| 2023 | $9,519 | $3,225 | — | — | — |