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Original filing (PDF)20250829101624NAL0011229217001
CENTER FOR APPLIED LINGUISTICS
Form 5500
FILING_RECEIVED
CENTER FOR APPLIED LINGUISTICS DCRA
403(b) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
128
Accounts w/ balance
259
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
1 pooled trust
Schedule D
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR APPLIED LINGUISTICS.
Plan sponsor
Name
CENTER FOR APPLIED LINGUISTICS
EIN
52-0807619
Address
4646 40TH ST NW · WASHINGTON, DC · 200161867
Phone
(202) 362-0700
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | — | $533 | — |
Investments
54 direct securities · 1 pooled fund· $27.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$27.1M
54 holdings
Pooled Separate Account
$679K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | $1.9M | $6.3M | 22.6% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | $4.0M | $5.6M | 20.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | $2.6M | $3.3M | 11.8% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 | — | — | $838K | $2.0M | 7.2% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | $367K | $1.7M | 5.9% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | $299K | $1.2M | 4.2% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 | — | — | $544K | $868K | 3.1% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | — | — | $663K | $769K | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $509K | $679K | 2.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | — | — | $340K | $376K | 1.3% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 | — | — | $266K | $328K | 1.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 | — | — | $160K | $321K | 1.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 | — | — | $279K | $318K | 1.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2015 T4 | — | — | $166K | $311K | 1.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 | — | — | $235K | $297K | 1.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 | — | — | $231K | $233K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 | — | — | $175K | $218K | 0.8% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | $192K | $217K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val T4 | — | — | $133K | $216K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 | — | — | $100K | $179K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | — | — | $131K | $175K | 0.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 | — | — | $164K | $174K | 0.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 | — | — | $148K | $171K | 0.6% | |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm | — | — | $133K | $164K | 0.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 | — | — | $157K | $154K | 0.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | — | — | $134K | $153K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | $82K | $132K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Val T4 | — | — | $94K | $128K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | $91K | $122K | 0.4% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 | — | — | $107K | $117K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | — | — | $62K | $100K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | $89K | $95K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 | — | — | $30K | $74K | 0.3% | |
| College Retirement Equities Fund variable annuities Vanguard Extended Mkt Idx Adm | — | — | $44K | $51K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 | — | — | $50K | $50K | 0.2% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 | — | — | $48K | $48K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 | — | — | $28K | $45K | 0.2% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Intl Stk Idx Adm | — | — | $42K | $43K | 0.2% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm | — | — | $41K | $40K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | $25K | $39K | 0.1% | |
| College Retirement Equities Fund variable annuities MFS Mid Cap Value Class R6 | — | — | $34K | $34K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 | — | — | $17K | $32K | 0.1% | |
| College Retirement Equities Fund variable annuities LOAN FUND | — | — | $31K | $31K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 | — | — | $9K | $31K | 0.1% | |
| College Retirement Equities Fund variable annuities American EuroPac Growth R6 | — | — | $26K | $25K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | $22K | $24K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 | — | — | $9K | $21K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | $16K | $18K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 | — | — | $9K | $14K | <0.1% | |
| College Retirement Equities Fund variable annuities MFS Value Fund Class R6 | — | — | $10K | $9K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LfCy Rt Inc T4 | — | — | $4K | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | $4K | $4K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 | — | — | $2K | $3K | <0.1% | |
| College Retirement Equities Fund variable annuities Principal Small Cap Grwth I R6 | — | — | $1K | $1K | <0.1% | |
| College Retirement Equities Fund variable annuities MFS Mid Cap Growth Fund R6 $905.26 | — | — | — | $1K | <0.1% |