Original filing (PDF)20251015134110NAL0002506147001

COUNCIL FOR ADVANCEMENT & SUPPORT OF EDUCATION CASE

Name: COUNCIL FOR ADVANCEMENT & SUPPORT OF EDUCATION CASE — COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: COUNCIL FOR ADVANCEMENT & SUPPORT OF EDUCATION CASE

Form 5500

FILING_RECEIVED

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

234

Plan assets (EOY)

$24.0M

Net assets (EOY)

$24.0M

How this plan invests

This plan

2 pooled trusts

Schedule D

159 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (11 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUNCIL FOR ADVANCEMENT & SUPPORT OF EDUCATION CASE.

Plan sponsor

Name

COUNCIL FOR ADVANCEMENT & SUPPORT OF EDUCATION CASE

EIN

52-1012307

Address

1201 EYE STREET NW · WASHINGTON, DC · 20005

Phone

(202) 478-5640

Industry

Other Services (ex. Public Admin)see 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WITHUM SMITH + BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT ADVISOR	—	FAIRFIELD, IA	NONE	$22K	—
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$4K	—

Investments

158 direct securities · 2 pooled funds· $26.6M(100% 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

$23.5M

158 holdings

Pooled Separate Account

$3.1M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
VOYA RETIREMENT SEPARATE ACCOUNT C VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$2.7M	11.2%
PIMCO Income Instl 319 Fidelity 500 Index Fund	—	—	—	$1.9M	7.9%
TIAA Traditional Non Benefit Responsive	—	—	—	$1.3M	5.5%
CREF Growth R1	—	—	—	$1.2M	5.0%
Vanguard Short-Term Invest Grade Adm	—	—	—	$1.2M	4.9%
TIAA Traditional Benefit Responsive	—	—	—	$1.2M	4.9%
Nuveen Lifestyle 2040 R6	—	—	—	$1.0M	4.2%
American Century American Century Growth R6	—	—	—	$970K	4.0%
Voya Fixed Account (4550)	—	—	—	$957K	4.0%
CREF Stock R1	—	—	—	$899K	3.8%
Nuveen Lifestyle 2045 R6	—	—	—	$674K	2.8%
CREF Equity Index R1	—	—	—	$654K	2.7%
Nuveen Lifestyle 2065 R6	—	—	—	$599K	2.5%
TIAA Access Nuv LifCyc 2040 T3	—	—	—	$576K	2.4%
CREF Global Equities R1	—	—	—	$543K	2.3%
Vanguard Mid Cap Index Adm	—	—	—	$462K	1.9%
Nuveen Lifestyle 2050 R6	—	—	—	$462K	1.9%
DFA Inflation-Protected Sec Port I	—	—	—	$437K	1.8%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$434K	1.8%
American Funds American Funds New World R6	—	—	—	$416K	1.7%
Nuveen Lifestyle 2060 R6	—	—	—	$390K	1.6%
Voya Fixed Account (4552)	—	—	—	$378K	1.6%
Vanguard Value Index Adm	—	—	—	$369K	1.5%
TIAA Access Nuv LifCyc 2045 T3	—	—	—	$333K	1.4%
Nuveen Lifestyle 2035 R6	—	—	—	$329K	1.4%
Vanguard Small-Cap Index Adm	—	—	—	$255K	1.1%
TIAA Access Nuv LifCyc 2030 T3	—	—	—	$220K	0.9%
TIAA Access Nuv LifCyc 2050 T3	—	—	—	$208K	0.9%
TIAA Access Nuv LifCyc 2035 T3	—	—	—	$201K	0.8%
Nuveen Lifestyle 2055 R6	—	—	—	$192K	0.8%
Vanguard Mid-Cap Growth Index Adm	—	—	—	$184K	0.8%
Vanguard International Growth Adm	—	—	—	$167K	0.7%
Voya Fidelity VIP Contrafund Pt I	—	—	—	$162K	0.7%
CREF Money Market R1	—	—	—	$156K	0.7%
Voya VY TRwPr Grw Eqty Pt I	—	—	—	$151K	0.6%
TIAA Access Nuv LifCyc 2020 T3	—	—	—	$147K	0.6%
CREF Core Bond R1	—	—	—	$143K	0.6%
Nuveen Lifestyle 2030 R6	—	—	—	$122K	0.5%
TIAA Access Nuv Core Equity T3	—	—	—	$122K	0.5%
Voya American Funds Nw Prspctv R4	—	—	—	$121K	0.5%
Voya Russell LgCp Indx Prt I	—	—	—	$116K	0.5%
Voya VY JPM MdCp Value Port Srv	—	—	—	$100K	0.4%
Vanguard Small-Cap Growth Index Adm	—	—	—	$99K	0.4%
Voya Invesco VI Amr Franchise Fd I	—	—	—	$97K	0.4%
TIAA Access Nuv LifCyc 2055 T3	—	—	—	$88K	0.4%
Voya TCW MW Tot Rtn Bd Fd M	—	—	—	$85K	0.4%
Voya Corporate Ldrs 100 Fd I	—	—	—	$81K	0.3%
Voya VY AmCen Sm-MdCp Vl Pt Srv	—	—	—	$80K	0.3%
Voya American Funds Wash Mutual R4	—	—	—	$79K	0.3%
TIAA Access Nuv Lrg Cap Val T3	—	—	—	$77K	0.3%
Voya Hrtfrd Intl Opport Fnd R4	—	—	—	$72K	0.3%
Voya Index Plus LargeCap Prt I	—	—	—	$70K	0.3%
TIAA Access Nuv S&P 500 Idx T3	—	—	—	$66K	0.3%
TIAA Access Nuv Intl Eq Idx T3	—	—	—	$65K	0.3%
Voya American Funds Bond Fd Am R4 4 * Voya American Funds EuroPacific R4	—	—	—	$61K	0.3%
Brown Advisory Sustainable Gr Instl	—	—	—	$59K	0.2%
Voya Solution 2045 Port Srv	—	—	—	$58K	0.2%
TIAA Access Nuv Lg Cp Gr Ix T3	—	—	—	$57K	0.2%
Voya American Funds Fdmntl Inv R4	—	—	—	$54K	0.2%
Voya Inv Main Street MC Fd A 444 * Voya Inv V.I. Mn Strt Sm Cp F S I	—	—	—	$52K	0.2%
Voya Artisan International Fund Inv	—	—	—	$52K	0.2%
Voya VY Columbia SmCp Vl II P Srv	—	—	—	$51K	0.2%
CREF Inflation-Linked Bond R1	—	—	—	$50K	0.2%
Voya Inv Dev Mrkts Fd A	—	—	—	$50K	0.2%
Voya Glob Insights Port Init	—	—	—	$49K	0.2%
American Funds American Funds Bond Fund of Amer R6	—	—	—	$48K	0.2%
Voya American Funds Growth Fnd R4	—	—	—	$48K	0.2%
TIAA Access Nuv LifCyc 2060 T3	—	—	—	$44K	0.2%
Voya Franklin Small Cap Val VIP 2	—	—	—	$43K	0.2%
Voya Wanger International	—	—	—	$43K	0.2%
Voya Amana Income Fund Inv	—	—	—	$42K	0.2%
Voya Neuberg Berm Sus Equ Fd Trs	—	—	—	$41K	0.2%
Vanguard Developed Mkts Index Adm	—	—	—	$41K	0.2%
Voya Columbia Large Cap Val Inst Cl	—	—	—	$39K	0.2%
Voya BlkRck Hlth Sci Opport Prt IA	—	—	—	$38K	0.2%
Northern Glbl Sustainability Index I	—	—	—	$37K	0.2%
TIAA Access Nuv Lg Cp Vl Ix T3	—	—	—	$36K	0.2%
Voya Large Cap Value Port Ins	—	—	—	$36K	0.2%
TIAA Access Nuv Lrg Cap Gr T3	—	—	—	$35K	0.1%
Voya Solution 2035 Port Srv	—	—	—	$34K	0.1%
Voya Small Company Port I	—	—	—	$34K	0.1%
Voya VY TRwPr Eqty Income Prt Srv	—	—	—	$34K	0.1%
Voya AMG River Rd Md Cp Val Fd N	—	—	—	$34K	0.1%
Voya VY TRwPr Cap Apprec Port Srv 23 * Voya VY TRwPr Divr MdCp Gr Pt I	—	—	—	$33K	0.1%
TIAA Access Nuv LgCp Res Eq T3	—	—	—	$32K	0.1%
Voya VY CBRE Rl Estate Prt Srv	—	—	—	$32K	0.1%
TIAA Access Nuv Equity Idx T3	—	—	—	$32K	0.1%
Voya American Funds SMALLCAP R4	—	—	—	$30K	0.1%
Voya Invesco VI Core Eqty Fund SI	—	—	—	$30K	0.1%
Vanguard Balanced Index Adm	—	—	—	$30K	0.1%
Voya Large Cap Growth Prt Ins	—	—	—	$30K	0.1%
TIAA Access Nuv Mid Cap Val T3	—	—	—	$29K	0.1%
Voya VY Baron Growth Port Srv	—	—	—	$29K	0.1%
Voya Amana Growth Fund Inv	—	—	—	$28K	0.1%
CREF Social Choice R1	—	—	—	$27K	0.1%
Participant Loans - Interest rate - 10.5%, maturity date 2029	—	—	—	$27K	0.1%
Voya VY Invesco Grw & Inc Prt Srv	—	—	—	$26K	0.1%
Voya Balanced Income Port Ins	—	—	—	$25K	0.1%
Voya Cohen&Steers Realty Shares	—	—	—	$25K	0.1%
TIAA Access Nuv Bond Idx T3	—	—	—	$25K	0.1%
DFA Real Estate Securities Portfolio I	—	—	—	$25K	0.1%
contract value * Participant Loans - Voya Interest rate - 5.53%, maturity date 2029	—	—	—	$24K	<0.1%
Vanguard International Value Inv	—	—	—	$24K	<0.1%
TIAA Access Vang Explorer T3	—	—	—	$23K	<0.1%
Vanguard Small-Cap Value Index Adm	—	—	—	$22K	<0.1%
Voya Solution 2025 Port Srv	—	—	—	$22K	<0.1%
TIAA Access Nuv LifCyc 2025 T3	—	—	—	$22K	<0.1%
Voya Fidelity VIP Eqty-Inc Prt I	—	—	—	$22K	<0.1%
TIAA Access Nuv RlEstSecSel T3	—	—	—	$21K	<0.1%
Voya Russell MC Gr Ind Prt S	—	—	—	$20K	<0.1%
TIAA Access Nuv Qt Sm Cp Eq T3	—	—	—	$20K	<0.1%
TIAA Access Vang EmMk St Ix T3	—	—	—	$20K	<0.1%
Voya Intermediate Bond Prt I	—	—	—	$20K	<0.1%
Voya Russell LCp Gr Ind Prt I	—	—	—	$19K	<0.1%
TIAA Access Nuv Mid Cap Grw T3	—	—	—	$18K	<0.1%
Voya VY JPM Emrg Mkts Eq Port Srv	—	—	—	$18K	<0.1%
Parnassus Core Equity Inv	—	—	—	$18K	<0.1%
TIAA Access Nuv Intl Equity T3	—	—	—	$18K	<0.1%
TIAA Access Nuv Sm Cp Bl Ix T3	—	—	—	$17K	<0.1%
Vanguard FTSE Social Index Adm	—	—	—	$17K	<0.1%
Northern Emerging Markets Equity Index	—	—	—	$16K	<0.1%
TIAA Traditional Benefit Responsive 2	—	—	—	$16K	<0.1%
Voya VY Invesco Eqty & Inc Pt I	—	—	—	$16K	<0.1%
Voya Ave Maria Rising Dividend Fund	—	—	—	$16K	<0.1%
Calvert Short Duration Income I	—	—	—	$16K	<0.1%
TIAA Access Nuv High Yield T3	—	—	—	$15K	<0.1%
Voya Allspg Spec SmCp Vl Fd A	—	—	—	$15K	<0.1%
Voya Solution 2055 Port Srv	—	—	—	$14K	<0.1%
Voya International Ind Prt I	—	—	—	$14K	<0.1%
Vanguard Mid-Cap Value Index Adm	—	—	—	$13K	<0.1%
Voya Templeton Global Bond Fund A	—	—	—	$12K	<0.1%
TIAA Access DFA Emer Mkt Pt T3a	—	—	—	$12K	<0.1%
TIAA Access WstAst Cr Pl Bd T3	—	—	—	$12K	<0.1%
TIAA Access Nuv Money Mkt T3 324 * TIAA Access Vang Intr Tm Tr T3	—	—	—	$11K	<0.1%
value Standard Stable Asset Fund	—	—	—	$11K	<0.1%
Vanguard Consumer Staples Index Adm	—	—	—	$11K	<0.1%
Voya MltMgr Intl Sm Cap Fd Ia	—	—	—	$11K	<0.1%
Voya VoyIntlHiDivLow Vol Port-In	—	—	—	$10K	<0.1%
Voya High Yield Port Ins	—	—	—	$10K	<0.1%
Voya PIMCO VIT Real Return Port Adm	—	—	—	$9K	<0.1%
TIAA Access Americ WaMu Inv T3	—	—	—	$9K	<0.1%
Voya Mid Cap Opport Port I	—	—	—	$9K	<0.1%
TIAA Access Americ EurPc Gr T3	—	—	—	$8K	<0.1%
TIAA Access Ddg&Cox Intl St T3	—	—	—	$8K	<0.1%
TIAA Access Nuv LifCyc 2010 T3	—	—	—	$7K	<0.1%
Voya Fixed Plus Account (4564)	—	—	—	$6K	<0.1%
Voya Ariel Fund Inv	—	—	—	$6K	<0.1%
Voya Loomis Sayles SmCp Vl Fnd Ret	—	—	—	$6K	<0.1%
Voya Pioneer High Yield VCT Port I	—	—	—	$5K	<0.1%
Parnassus Mid Cap Instl	—	—	—	$5K	<0.1%
Voya Wanger Acorn	—	—	—	$5K	<0.1%
American Funds American Funds New Perspective R6	—	—	—	$3K	<0.1%
Voya Gov Money Market Port I	—	—	—	$3K	<0.1%
Voya Solution Balanced Pt I 187 * Voya Solution Conserv Pt I	—	—	—	$3K	<0.1%
TIAA Access Vang Select Val T3	—	—	—	$2K	<0.1%
Voya Glo Hi Div Low Vol Prtf I	—	—	—	$2K	<0.1%
TIAA Plan Loan Default Fund	—	—	—	$2K	<0.1%
Federated Hermes Instl Hiyd Bd IS	—	—	—	$2K	<0.1%
TIAA Access Nuv Emer Mkt Eq T3	—	—	—	$1K	<0.1%
PIMCO Intl Bond (USDHedged) I	—	—	—	$1K	<0.1%