Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOCUST VALLEY LIBRARY
EIN 11-1797178librariesLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
40
170 BUCKRAM RD - LOCUST VALLEY, NY 115601925516-671-1837locustvalleylibrary.orgLinkedIn11-50 employeeslibraries
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 40 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TIAA-CREF RETIREMENT PLAN FOR LOCUST VALLEY LIBRARY EMPLOYEES
403b
Assets$2.7M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LOCUST VALLEY LIBRARY TIAA-CREF DEFERRED ANNUITY TDA PLAN
403b
Assets$1.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TIAA-CREF RETIREMENT PLAN FOR LOCUST VALLEY LIBRARY EMPLOYEES | 403b | $2.7M | 29 | 2024 | |
| 002 | LOCUST VALLEY LIBRARY TIAA-CREF DEFERRED ANNUITY TDA PLAN | 403b | $1.6M | 11 | 2024 |
Retirement plans