Longy School Of Music Defined Contribution Retirement Plan
Sponsored by Longy School Of Music Of Bard College · EIN 141713034 · Plan #006
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 92
- With balances
- 157
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $9,646 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $5,577 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $645 |