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Original filing (PDF)20251015161647NAL0005395905005
CENTER ON BUDGET AND POLICY PRIORITIES
Form 5500
FILING_RECEIVED
CENTER ON BUDGET AND POLICY PRIORITIES 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
325
Plan assets (EOY)
$61.0M
Net assets (EOY)
$61.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
92 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER ON BUDGET AND POLICY PRIORITIES.
Plan sponsor
Name
CENTER ON BUDGET AND POLICY PRIORITIES
EIN
52-1234565
Address
1275 FIRST STREET NE · SUITE 1200 · WASHINGTON, DC · 200023193
Phone
(202) 408-1080
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
ROGERS & COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | — | $54K | — |
| ROCATON INVESTMENT ADVISORS | 04-3638035 | — | — | $12K | — |
Investments
91 direct securities · 2 pooled funds· $62.5M(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
$60.5M
91 holdings
Pooled Separate Account
$2.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Vanguard Ttl Stk Mkt Idx Adm | — | — | — | $6.2M | 10.1% | |
| TIAA-CREF Vanguard Target Retire 2045 | — | — | — | $4.4M | 7.3% | |
| TIAA-CREF Vanguard Target Retire 2020 | — | — | — | $4.2M | 6.8% | |
| TIAA-CREF Vanguard Target Retire 2040 | — | — | — | $3.3M | 5.5% | |
| TIAA-CREF T. Rowe Blue Chip Growth | — | — | — | $3.1M | 5.1% | |
| TIAA-CREF Nuveen Internatl Eq Idx R6 | — | — | — | $2.7M | 4.5% | |
| TIAA-CREF Vanguard Target Retire 2030 | — | — | — | $2.7M | 4.5% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive 2 | — | — | — | $2.4M | 4.0% | |
| TIAA-CREF Nuveen Large Cap Resp Eq R6 | — | — | — | $2.3M | 3.9% | |
| TIAA-CREF Vanguard Target Retire 2050 | — | — | — | $2.0M | 3.3% | |
| TIAA-CREF CREF Social Choice R1 | — | — | — | $2.0M | 3.3% | |
| TIAA-CREF Vanguard Target Retire 2025 | — | — | — | $2.0M | 3.2% | |
| TIAA-CREF Vanguard Target Retire 2055 | — | — | — | $1.9M | 3.2% | |
| Registered Investment Companies * TIAA-CREF CREF Stock R1 | — | — | — | $1.9M | 3.2% | |
| TIAA-CREF CREF Equity Index R1 | — | — | — | $1.9M | 3.1% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.6M | 2.7% | |
| TIAA-CREF Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $1.6M | 2.6% | |
| TIAA-CREF T Rowe Price Equity Income | — | — | — | $1.3M | 2.2% | |
| TIAA-CREF Vanguard Mid-Cap Idx Adm | — | — | — | $1.3M | 2.2% | |
| Investment Contracts with Insurance Companies * TIAA-CREF TIAA Traditional Non Benefit Responsive | — | — | — | $975K | 1.6% | |
| TIAA-CREF Vanguard Target Retire 2035 | — | — | — | $947K | 1.6% | |
| TIAA-CREF CREF Growth R1 | — | — | — | $922K | 1.5% | |
| TIAA-CREF CREF Global Equities R1 | — | — | — | $835K | 1.4% | |
| TIAA-CREF CREF Core Bond R1 | — | — | — | $672K | 1.1% | |
| TIAA-CREF DFA US Micro Cap I | — | — | — | $538K | 0.9% | |
| TIAA-CREF PIMCO Income Fd Institutional | — | — | — | $534K | 0.9% | |
| TIAA-CREF PIMCO Total Return Instl | — | — | — | $533K | 0.9% | |
| TIAA-CREF Vanguard Target Retire Income | — | — | — | $508K | 0.8% | |
| TIAA-CREF DFA Inflation ProtSecPortInst | — | — | — | $481K | 0.8% | |
| TIAA-CREF DFA Emerging Markets I | — | — | — | $462K | 0.8% | |
| TIAA-CREF TIAA Stable Value | — | — | — | $454K | 0.7% | |
| Voya Short-Term GAA ** 333 * Voya Long-Term GAA | — | — | — | $421K | 0.7% | |
| TIAA-CREF TIAA Access Nuv Intl Equity T4 | — | — | — | $388K | 0.6% | |
| TIAA-CREF CREF Money Market R1 | — | — | — | $388K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $361K | 0.6% | |
| TIAA-CREF TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $342K | 0.6% | |
| Voya Growth and Income Port I | — | — | — | $323K | 0.5% | |
| TIAA-CREF Vanguard Target Retire 2060 | — | — | — | $281K | 0.5% | |
| TIAA-CREF TIAA Access Nuv Mid Cap Val T4 | — | — | — | $255K | 0.4% | |
| TIAA-CREF Cohen&Steers Inst Realty Shar | — | — | — | $239K | 0.4% | |
| Voya Solution 2045 Port Srv | — | — | — | $188K | 0.3% | |
| Voya Fidelity VIP Contrafund Pt I | — | — | — | $168K | 0.3% | |
| TIAA-CREF TIAA Access Nuv Core Pl Bd T4 | — | — | — | $158K | 0.3% | |
| Voya VY Invesco Eqty & Inc Pt I | — | — | — | $148K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $144K | 0.2% | |
| Voya VY TRwPr Divr MdCp Gr Pt I | — | — | — | $142K | 0.2% | |
| TIAA-CREF Vanguard Target Retire 2065 | — | — | — | $140K | 0.2% | |
| Notes receivable from participants Notes receivable (interest rate from 4.25% to 9.00%) | — | — | — | $134K | 0.2% | |
| TIAA-CREF TIAA Access Nuv RlEstSecSel T4 | — | — | — | $129K | 0.2% | |
| Voya Global Bond Port I 119 * Voya Gov Money Market Port I | — | — | — | $109K | 0.2% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $98K | 0.2% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $85K | 0.1% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 | — | — | — | $84K | 0.1% | |
| TIAA-CREF TIAA Traditional Benefit Responsive 2 | — | — | — | $74K | 0.1% | |
| TIAA-CREF Columbia Acorn Internat Inst2 | — | — | — | $64K | 0.1% | |
| Voya Large Cap Growth Prt Ins | — | — | — | $61K | 0.1% | |
| TIAA-CREF TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $55K | <0.1% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $50K | <0.1% | |
| Voya Intermediate Bond Prt I | — | — | — | $46K | <0.1% | |
| Voya VY TRwPr Grw Eqty Pt I | — | — | — | $36K | <0.1% | |
| Voya Glo Hi Div Low Vol Prtf I | — | — | — | $30K | <0.1% | |
| Voya VoyIntlHiDivLow Vol Port-In | — | — | — | $28K | <0.1% | |
| Voya Russell LgCp Indx Prt I | — | — | — | $27K | <0.1% | |
| Voya Fixed Plus Account II | — | — | — | $27K | <0.1% | |
| Voya Mid Cap Opport Port I | — | — | — | $25K | <0.1% | |
| Voya Templeton Global Bond Fund A 926 * Voya VY AmCen Sm-MdCp Vl Pt Srv | — | — | — | $24K | <0.1% | |
| Voya VY Baron Growth Port Srv | — | — | — | $24K | <0.1% | |
| Voya Impax Sust Alloc Fund Inv | — | — | — | $23K | <0.1% | |
| Voya VY CBRE Glb RlEst Prt Ins 815 * Voya VY Columbia SmCp Vl II P Srv 871 * Voya VY Invesco Comstock Port Srv | — | — | — | $23K | <0.1% | |
| Voya Franklin Small Cap Val VIP 2 | — | — | — | $23K | <0.1% | |
| Voya VY JPM MdCp Value Port Srv | — | — | — | $22K | <0.1% | |
| Voya Solution Aggress Pt I | — | — | — | $21K | <0.1% | |
| Voya Large Cap Value Port Ins | — | — | — | $19K | <0.1% | |
| Voya High Yield Port Ins | — | — | — | $18K | <0.1% | |
| Voya Glob Insights Port Init | — | — | — | $18K | <0.1% | |
| Voya Fidelity VIP Overseas Prt I | — | — | — | $17K | <0.1% | |
| Voya Inv Dev Mrkts Fd A | — | — | — | $16K | <0.1% | |
| Voya VY JPM SmCp Cr Eq Port Srv | — | — | — | $10K | <0.1% | |
| Voya BlkRck Md-Cp Value Fnd IA | — | — | — | $10K | <0.1% | |
| Voya Russell LCp Gr Ind Prt I | — | — | — | $9K | <0.1% | |
| Voya US Bond Index Port I 183 * Voya Wanger International | — | — | — | $8K | <0.1% | |
| TIAA-CREF TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $4K | <0.1% | |
| TIAA-CREF TIAA Access Nuv Equity Idx T4 | — | — | — | $4K | <0.1% | |
| Voya Russell SmCp Indx Prt I | — | — | — | $4K | <0.1% | |
| TIAA-CREF TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $3K | <0.1% | |
| Voya VY TRwPr Eqty Income Prt Srv | — | — | — | $3K | <0.1% | |
| Voya Cohen&Steers Realty Shares | — | — | — | $2K | <0.1% | |
| Voya AmCen Infl-Adj Bond Fnd Inv 863 * Voya Amana Growth Fund Inv | — | — | — | $1K | <0.1% | |
| Voya Alger Responsible Investing A | — | — | — | $1K | <0.1% | |
| Voya VY JPM Emrg Mkts Eq Port Srv | — | — | — | $1K | <0.1% | |
| Voya American Funds EuroPacific R4 326 * Voya Artisan International Fund Inv | — | — | — | $1K | <0.1% | |
| Voya International Ind Prt I | — | — | — | $1K | <0.1% | |
| Voya Fixed Account | — | — | — | $1K | <0.1% |