# Longy School Of Music Of Bard College 401(k) Plan
Source: https://planprovider.pro/companies/longy-school-of-music-of-bard-college-401k-plan

> Longy School Of Music Of Bard College's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

- [BST & CO. CPAS, LLP](https://planprovider.pro/provider/bst-and-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|—|—|—|

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