Bard College/Simons Rock 403(b) Plan
Sponsored by Bard College · EIN 141713034 · Plan #001
- Total assets
- $379M
- Net assets
- $379M
- Active participants
- 2,536
- With balances
- 2,523
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $305,977 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $102,307 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $76,850 |
| Bst & Co. Cpa's Llp | Accounting, Direct payment from the plan | $42,754 |