Original filing (PDF)20251001153041NAL0014474272002

THE BOARD OF TRUSTEES OF THE COMMUNICATIONS WORKERS OF AMERICA -

Name: THE BOARD OF TRUSTEES OF THE COMMUNICATIONS WORKERS OF AMERICA - — COMMUNICATIONS WORKERS OF AMERICA SAVINGS AND RETIREMENT TRUST, Form 5500 (2024)
Creator: THE BOARD OF TRUSTEES OF THE COMMUNICATIONS WORKERS OF AMERICA -

Form 5500

FILING_RECEIVED

COMMUNICATIONS WORKERS OF AMERICA SAVINGS AND RETIREMENT TRUST

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

10,510

Accounts w/ balance

10,633

Plan assets (EOY)

$453.3M

Net assets (EOY)

$452.8M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOARD OF TRUSTEES OF THE COMMUNICATIONS WORKERS OF AMERICA -.

Plan sponsor

Name

THE BOARD OF TRUSTEES OF THE COMMUNICATIONS WORKERS OF AMERICA -

DBA

SAVINGS AND RETIREMENT TRUST

EIN

52-1137722

Address

501 THIRD STREET, NW · 7TH FLOOR · WASHINGTON, DC · 200012797

Phone

(202) 434-1389

Industry

Information / Tech / Mediasee all

Plan administrator

Name

COMMUNICATIONS WORKERS OF AMERICA SAVINGS AND RETIREMENT TRUST

EIN

52-1137722

City

WASHINGTON, DC

Phone

(202) 434-1389

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP LLC

Trustee / custodian

Service providers (Schedule C)

4 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CALIBRE CPA GROUP PLLC	47-0900880	BETHESDA, MD	NONE	$177K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLEVIN AND HART	52-1708613	WASHINGTON, DC	NONE	$76K	—
MEKETA INVESTMENT GROUP

Investments

33 direct securities · 1 pooled fund· $449.4M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$364.2M

31 holdings

Mutual Funds

$52.2M

1 holding

Common Collective Trust

$22.1M

1 holding

Cash / Money Market

$10.8M

1 holding

					% of plan
T. Rowe Price Growth Stock I Mutual Funds N/A	Other securities	—	$55.2M	$73.1M	16.1%
American Funds American Balanced R6 Mutual Funds N/A	Mutual Funds	—	$44.8M	$52.2M	11.5%
Vanguard 500 Index Admiral Mutual Funds N/A	Other securities	—	$28.5M	$48.2M	10.6%
Calvert US Large Cap Core Rspnb Idx I Mutual Funds N/A	Other securities	—	$12.9M	$26.6M	5.9%
INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 46-3793325 / PN 001	Common Collective Trust	—	$22.4M	$22.1M	4.9%
Vanguard Developed Markets Index Admiral Mutual Funds N/A	Other securities	—	$15.0M	$16.0M	3.5%
Vanguard Mid Cap Index Fund - Admiral Mutual Funds N/A	Other securities	—	$10.0M	$14.5M	3.2%
Vanguard Small Cap Index Adm Mutual Funds N/A	Other securities	—	$10.2M	$14.2M	3.1%
Victory Sycamore Established Value R6 Mutual Funds N/A	Other securities	—	$13.2M	$14.0M	3.1%
Vanguard Total Bond Market Index Admiral Mutual Funds N/A	Other securities	—	$14.8M	$13.5M	3.0%
Vanguard Target Retirement 2040 Inv Mutual Funds N/A	Other securities	—	$9.1M	$11.9M	2.6%
American Funds American Mutual R6 Mutual Funds N/A	Other securities	—	$9.4M	$11.4M	2.5%
Short-term Investments Vanguard Federal Money Market Inv Money Market N/A	Cash / Money Market	—	$10.9M	$10.8M	2.4%
Federated Hermes International Leader R6 Mutual Funds N/A	Other securities	—	$11.2M	$10.8M	2.4%
Janus Henderson Enterprise N Mutual Funds N/A	Other securities	—	$9.5M	$10.4M	2.3%
Vanguard Target Retirement 2045 Inv Mutual Funds N/A	Other securities	—	$8.6M	$10.0M	2.2%
Vanguard Target Retirement 2035 Inv Mutual Funds N/A	Other securities	—	$11.0M	$9.8M	2.2%
Vanguard Target Retirement 2050 Inv Mutual Funds N/A	Other securities	—	$8.3M	$9.6M	2.1%
Vanguard Target Retirement 2055 Inv Mutual Funds N/A	Other securities	—	$6.0M	$9.2M	2.0%
Vanguard Target Retirement 2030 Inv Mutual Funds N/A	Other securities	—	$9.3M	$8.3M	1.8%
PIMCO Total Return Instl Mutual Funds N/A	Other securities	—	$8.6M	$7.4M	1.6%
Vanguard Target Retirement 2060 Inv Mutual Funds N/A	Other securities	—	$2.9M	$6.8M	1.5%
Notes receivable from participants maturity dates until December 2029)	Other securities	—	$6.5M	$6.5M	1.4%
Vanguard Inflation-Protected Secs Adm Mutual Funds N/A	Other securities	—	$6.8M	$6.0M	1.3%
Lord Abbett Developing Growth R6 Mutual Funds N/A	Other securities	—	$4.5M	$4.8M	1.1%
Vanguard Emerging Mkts Stock Idx Adm Mutual Funds N/A	Other securities	—	$4.3M	$4.4M	1.0%
Vanguard Target Retirement 2025 Inv Mutual Funds N/A	Other securities	—	$8.5M	$3.8M	0.8%
Delaware Small Cap Value R6 Mutual Funds N/A	Other securities	—	$3.3M	$3.3M	0.7%
Vanguard Target Retirement 2065 Inv Mutual Funds N/A	Other securities	—	$465K	$3.2M	0.7%
Vanguard Target Retirement 2020 Inv Mutual Funds N/A	Other securities	—	$4.1M	$2.1M	0.5%
BrandywineGLOBAL - Global Opps Bond IS Mutual Funds N/A	Other securities	—	$2.4M	$2.0M	0.4%
Invesco Developing Markets R6 Mutual Funds N/A	Other securities	—	$1.8M	$1.6M	0.4%
Vanguard Target Retirement Income Inv Mutual Funds N/A	Other securities	—	$2.0M	$496K	0.1%
Vanguard Real Estate Index Admiral Mutual Funds N/A	Other securities	—	$316K	$302K	<0.1%